Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-14 |
| TX | RA | APPROVED | 2023-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-29 |
Reach out to this advisor