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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-09 |
| MN | RA | APPROVED | 2018-08-28 |
Branch Locations
683 Bielenberg Drive Suite 108, Woodbury, MN 55125 • 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 |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Woodbury | MN | 06/2001 | 11/2017 |
| Lpl Financial Llc | Hudson | WI | 11/2017 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 01/2018 | Present |
1.09/16/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Legacy Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 09/30/2021; 120hrs/mth; 7hrs during trading 2.03/03/2022; (Hybrid) NewEdge Advisors / NewEdge Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/01/2018; 125hrs/mth; 5hrs during trading; I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 07/2018. I expect to spend approximately 125 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. 3.03/17/2022; (Hybrid) CMR Advisors; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 07/01/2018; 125hrs/mth; 5hrs during trading; 4.07/01/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name North Edge Wealth; Investment Related; at Reported Business Location(s); Start Date 09/30/2021; 120hrs/mth; 7hrs during trading 5.07/01/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name North Edge Wealth; Investment Related; at Reported Business Location(s); Start Date 08/30/2021; 120hrs/mth; 8hrs during trading 6.07/08/2025; McDorf Holdings LLC; Real Estate Rental; Investment Related; Woodbury,MN; Start Date 08/04/2025; 1hrs/mth; 1hrs during trading 7.08/06/2025; (Hybrid) North Edge Wealth; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 07/01/2018; 125hrs/mth; 5hrs during trading; 8.08/24/2026; Giggling Gator Properties LLC; Real Estate Rental; Investment Related; Saint Paul,MN; Start Date 08/31/2026; 2hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-24 |
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