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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-03 |
Branch Locations
46 Wilson Drive, Sparta, NJ 07871 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Elite Retirement Consultants, Llc | Sparta | NJ | 04/2010 | 03/2025 |
| Sagepoint Financial, Inc. | Sparta | NJ | 01/2016 | 01/2020 |
| Lpl Financial, Llc | Sparta | NJ | 01/2020 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2025 | Present |
1) 1/7/2020- Elite Retirement Consultants LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Sparta, NJ - 100% 2) /7/2020- Elite Retirement Consultants LLC- Non-Variable Insurance- Agent- Inv. Related- Sparta, NJ-start date 2011- 6hrs/mth- 5% 3) 6/18/2021 - CRXCKED GAMING LLC - Not Investment Related - Home Based - Other-Family Business - Member 0 Started 06/03/2021 - 1 Hour Per Month/0 Hours During Securities Trading - This business is for 12-year-old son who creates video games and coding for video games. 4) 12/7/2022 - CRXCKED GAMING LLC - Not Investment Related - Home Based - Other - Family Business - Member - Start Date - 06/03/2021 - 1 Hours Per Month/0 Hours During Securities Trading 5) 03/05/2024 - Four Sal's Realty LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - 09/07/2014 - 4 Hours Per Month/2 Hours During Securities Trading 6) 02/26/2025 - ERC Wealth Management- Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/27/2025 - 320 Hrs/Mth - 320 Hrs During Trading. 7) 04/23/2025 - NewEdge Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-24 |
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