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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-14 |
| OK | RA | APPROVED | 2020-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Tulsa | OK | 11/2000 | 03/2020 |
| Triad Advisors | Norcross | GA | 03/2020 | 12/2022 |
| Gwm Advisors, Llc | New Orleans | LA | 03/2020 | Present |
| Lpl Financial Llc | Tulsa | OK | 12/2022 | Present |
1) 12/2022- J Taylor Private Wealth- DBA for LPL Business (entity for LPL business)- inv. related- Tulsa Ok 2) 01/11/2023 - NewEdge Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - registered admin - Start Date - 12/03/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to NewEdge Advisors, an independent investment advisor firm. I started this business activity in 12/2022. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-14 |
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