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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-09-15
  • LA RA
    APPROVED
    Since 2025-09-15

Branch Locations

21730 Highway 167 Suite H, Dry Prong, LA 71423 • United States

858 Camp Street, New Orleans, LA 70130 • 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
Woodmen Of The World Life Insurance Society Omaha NE 11/1989 09/2025
Woodmen Financial Services, Inc. Omaha NE 02/2002 09/2025
Lpl Financial Llc Dry Prong LA 09/2025 Present
Newedge Advisors, Llc New Orleans LA 09/2025 Present
  • 11/1989 → 09/2025
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 02/2002 → 09/2025
    Woodmen Financial Services, Inc.
    Omaha, NE
  • 09/2025 → Present
    Lpl Financial Llc
    Dry Prong, LA
  • 09/2025 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Other Businesses

1. 08/2028 - Aunties Sunset Ally, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Jena, LA 71342 - OBA Start Date: 03/21/2021 2. 08/2025 - Chandler Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/01/2025 3. 10/28/2025 - NewEdge Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/02/2025 - 160 hours per month/ 8 hours during trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 7/2025. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
S63 Uniform Securities Agent State Law Examination 2002-07-02
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11
  • S63 Uniform Securities Agent State Law Examination
    2002-07-02

View on SEC IAPD

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