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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-12-15
TX RA APPROVED_RES 2023-12-15
  • IL RA
    APPROVED
    Since 2023-12-15
  • TX RA
    APPROVED_RES
    Since 2023-12-15

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

33 E. Hattendorf Ave., Roselle, IL 60172 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-12
IL RA APPROVED 2005-05-16
  • TX RA
    APPROVED
    Since 2019-02-12
  • IL RA
    APPROVED
    Since 2005-05-16

Branch Locations

33 East Hattendorf Ave., Roselle, IL 60172 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Roselle IL 01/2005 Present
Newedge Advisors, Llc. New Orleans LA 12/2023 Present
  • 01/2005 → Present
    Roselle, IL
  • 12/2023 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Other Businesses

1. 9/26/2008 - OTHER-REAL ESTATE HOUSING DBA - ANDRESEN, MATTIA, OLESEN, & YOUNG, LLC - A PARTNER IN ANDRESEN, MATTIA, OLESEN, AND YOUNG, LLC WHICH IS THE PARTNERSHIP FOR THE REAL ESTATE THAT HOUSES OUR DBA. - TIME SPENT 0% - ROSELLE, IL. 2. 12/14/2010 - Midwest Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported Business location(s) 3. 2/11/2013: TAX PREP/ACCOUNTING/BOOKKEEPING - MIDWEST SMALL BUSINESS ACCOUNTING & TAX - TAX PREPARATION - TIME SPENT 10% 4. 05/23/2016 - Midwest Insurance Partners - Non-Variable Insurance - inv rel - 33 E Hattendorf Ave., Roselle, IL 60172 - Owner (previously approved for 75FB) - start 05/15/2016 - 0 hrs/mo 0hr during Trading 5. 08/20/2025 - NewEdge Advisors, LLC - Registered Investment Advisor Hybrid - Inv rel - At reported business location(s) - Start date: 08/22/2025 - 160 hrs/mnth 6 hrs during Trading. I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 08/26/2025 - New Edge Advisors - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - Start date: 08/22/2025 - 0 hrs/mnth 0 hrs during Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-13
S63 Uniform Securities Agent State Law Examination 2000-08-09
  • S65 Uniform Investment Adviser Law Examination
    2005-05-13
  • S63 Uniform Securities Agent State Law Examination
    2000-08-09

View on SEC IAPD

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