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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-02-20 |
Branch Locations
546 Bavaria Lane, Chaska, MN 55318 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Chaska | MN | 08/2001 | 11/2017 |
| Lpl Financial Llc | Chaska | MN | 11/2017 | Present |
| Newedge Advisors, Llc (Formerly: Gwm Advisors, Llc) | Chaska | MN | 01/2018 | Present |
1. 11/29/2017 - GSH ASSET MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 03/06/2018 - GSH Asset Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 11/30/2017 - 160 Hours Per Month/160 During Securities Trading. 3. 08/20/2019 - GSH Asset Properties, LLC - Not investment related - Chaska, MN 55318 - Business Entity For Tax/Investment Purposes Only - start date:06/24/2019 - 1 hr/mo - 1 hr during trading. 4. 6/25/2021 - Legacy Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/4/2021 - 2 Hours Per Month/2 Hours During Securities Trading. 5. 2/15/2022 - NewEdge Advisors - DBA: (Hybrid) Goss Advisors - Investment Related - 566 Bavaria Lane, Chaska, MN 55318 - Registered Investment Advisor Hybrid - IAR - Start Date: 03/01/2018 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2018. 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. 09/21/2022 - Legacy Wealth Properties - Investment Related - Chaska, MN 55318 - Real Estate Rental - Start Date - 08/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 7. 10/14/2024 - North Edge Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/15/2024 - 160 Hours Per Month/ 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-07 |
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