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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-12-14
TX RA APPROVED 2023-12-14
  • IL RA
    APPROVED
    Since 2023-12-14
  • TX RA
    APPROVED
    Since 2023-12-14

Branch Locations

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

137 South Oak Avenue, Bartlett, IL 60103 • 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
Edward Jones St. Louis MO 06/2002 03/2018
Lpl Financial, Llc Bartlett IL 03/2018 Present
Newedge Advisors, Llc. New Orleans LA 12/2023 Present
  • 06/2002 → 03/2018
    St. Louis, MO
  • 03/2018 → Present
    Lpl Financial, Llc
    Bartlett, IL
  • 12/2023 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
Other Businesses

1. 03/16/2018 - Midwest Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - At Reported Business Location(s) - 160 Hrs/Mo 8 Hrs During Trading 2 12/27/2023 - Midwest Wealth Management - Registered Investment Advisor DBA - Inv Related - At Reported Business Location(s) - Start date: 12/14/2023 - 0 Hrs/Mo 0 Hrs During Trading 3. 12/27/2023 - New Edge Advisors - Registered Investment Advisor Hybrid - Inv Related - At Reported Business Location(s) - Start date: 12/14/2023 - 160 Hrs/Mo 6 Hrs During Trading. I provide investment advisory services through New Edge Advisors, an independent investment advisor firm. I started this business activity in 12/2023. 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. 4. 04/04/2024 - YBBET - Real Estate Rental - Inv Related - At Reported Business Location(s) - Start date: 01/02/2018 - 5 Hrs/Mo 1 Hrs During Trading 5. 08/26/2025 - New Edge Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - At Reported Business Location(s) - Start date: 08/22/2025 - 160 Hrs/Mo 160 Hrs During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-08
S63 Uniform Securities Agent State Law Examination 2002-08-29
  • S66 Uniform Combined State Law Examination
    2010-12-08
  • S63 Uniform Securities Agent State Law Examination
    2002-08-29

View on SEC IAPD

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