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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-15 |
| TX | RA | APPROVED_RES | 2023-12-15 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-12 |
| IL | RA | APPROVED | 2005-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Roselle | IL | 01/2005 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 12/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-09 |
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