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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-07 |
Branch Locations
1000 West Nifong Blvd. Building 3, Suite 200, Columbia, MO 65203 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Columbia | MO | 01/2002 | 01/2017 |
| Osage Bluff Marina Inc | Warsaw | MO | 09/1988 | 01/2018 |
| All Children First, Llc Dba End Of The Rainbow | Columbia | MO | 12/2005 | 12/2020 |
| Reynolds Travel | Columbia | MO | 08/2007 | 01/2017 |
| J & N Properties Llc | Columbia | MO | 05/2004 | 01/2025 |
| Grindstone Village Properties Llc | Columbia | MO | 01/2010 | 01/2025 |
| The W Group Llc | Columbia | MO | 01/2009 | 01/2025 |
| Reynolds Holding Group Llc | Columbia | MO | 03/2003 | 01/2025 |
| Lpl Financial | Columbia | MO | 01/2017 | 03/2020 |
| V Wealth Advisors Llc | Columbia | MO | 01/2017 | 07/2020 |
| Wr Wealth Planners Llc | Columbia | MO | 05/2020 | 01/2025 |
| H&R Hilltop Ranch Llc | Columbia | MO | 08/2021 | 01/2025 |
| Molon Labe Express Llc | Columbia | MO | 08/2021 | 01/2025 |
| Rockbridge Amigos Llc | Columbia | MO | 06/2021 | 01/2025 |
| Juggernaut, Llc | Columbia | MO | 02/2021 | 01/2025 |
| Mountain Adventures | Columbia | MO | 02/2021 | 01/2025 |
| Lunch Money Llc | Columbia | MO | 01/2017 | 01/2025 |
| R2M2, Llc | Columbia | MO | 01/2017 | 01/2025 |
| G3 Farms, Llc | Columbia | MO | 01/2017 | 01/2025 |
| Waddell & Reed, Inc. | Columbia | MO | 02/2002 | 01/2017 |
| Wr Tax Planners Llc | Columbia | MO | 09/2023 | 01/2025 |
| Newedge Advisors, Llc. | New Orleans | LA | 01/2025 | Present |
1. 01/2010 - Grindstone Village Properties; Not investment related; Member; Real Estate Rental; 5 hours spent per month; 0 hours during security trading hours; Columbia, MO. 2. 01/2009 - W Group, LLC; Investment related; Insurance Agent and Partner; Fixed insurance sales; Columbia, MO; 175 hours spent per month; 130 hours spent during security trading hours. 3. 01/2017 - Lunch Money, LLC DBA Name: End of the Rainbow; Not Investment Related; Home Based - Business Entity For Tax/Investment Purposes Only; Columbia, MO; 0 hours spent per month. 4. 03/2003 - Reynolds Holding Group LLC; Not Investment Related; Home Based - Business Entity For Tax/Investment Purposes Only; Columbia, MO; 0 hours spent per month. 5. 05/2004 - J&N Properties LLC; Not investment related; Real Estate Rental; Columbia, MO; 0 hours spent per month. 6. 01/2017 - R2M2,LLC; Not investment related; Personal investment opportunities; Member; Columbia, MO; 2 hours spent per month; 0 hours during security trading hours. 7. 2/2021 -G3 Farms, LLC. - Partner/Member - Crops and Cattle - Not Investment Related. 8. 02/2021 - Mountain Adventures, LLC - S-Corp - Member - Consulting Company -Not Investment Related. 9. 06/2024 - Rockbridge Amigos, LLC - Partner/Member - Farm/Retreat Owner - Not Investment Related 10. 08/2021 - Molon Labe Express, LLC - S-Corp - Member - Recreation and Travel logistics Company - Not Investment related 11. 08/2021 - H&R Hilltop Ranch, LLC - Partner/Member -Recreational Farm-owner -Not investment Related 12. NewEdge Advisors, LLC - DBA Freedom Financial Planning LLC; Investment related; Reported business location; Start date 2/2025; 160 total hours; 160 trading hours; Investment Advisor Representative 13. Freedom Wealth Private Client Services LLC; owner/member; not investment related; 10 total hours; 1 trading hour
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-16 |
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