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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
245 Cedar Sage Suite 250, Garland, TX 75040 • United States
858 Camp Street, New Orleans, LA 70130 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Financial Partners | Dallas | TX | 11/2012 | 11/2016 |
| Institute For Wealth Partners, Inc. | Dallas | TX | 11/2016 | 12/2018 |
| Whitestone Wealth Advisors, Llc | Rowlett | TX | 01/2019 | 04/2026 |
| Newedge Advisors, Llc | New Orleans | LA | 04/2026 | Present |
NewEdge Advisors, LLC - DBA Libertas Financial Partners; Investment related; Garland, TX; Start date 04/2026; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-25 |
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