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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2018-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bremer Bank | Fargo | ND | 09/2008 | 11/2017 |
| Lpl Financial, Llc | Fargo | ND | 02/2018 | Present |
| Newedge Advisors, Llc | Fargo | ND | 09/2018 | Present |
1. 02/01/2018 - VALLEY WEALTH ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 50%/ VALLEY CITY, ND - Start date: 11/17/2017 2. 02/01/2018 - EXECUTOR OF ESTATE/ ACT IN A FIDUCIARY CAPACITY/ 30%/ FARGO, ND - Start date: 11/17/2015 3. 2/1/2018 - Jaeger Farms - Not Investment Related -Chautauqua Blvd - Real Estate Rental - Land Manager & Minority Owner - Start Date: 11/17/2015 - 24 Hours Per Month/2 Hours During Securities Trading - Time Spent 20%. 4. 02/01/2018 - SUNSET LAND/ FARM/ 2%/ FARGO, ND - Start date: 11/17/2015 - 2hrs/mnth 0hrs during trading 5. 02/01/2018 - JAEGER FARMS/ FARM/ 10%/ VALLEY CITY, ND - Start date: 11/17/2015 - 10 hrs/mnth 0hrs during trading 6. 10/17/2018 - VALLEY WEALTH ADVISORS - DBA: (Hybrid) NewEdge Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/21/2018 - 36 Hours Per Month During Securities Trading - I provide investment advisory services through NewEdge Advisors LLC, an independent investment advisor firm. I started this business activity in 09/2018. I expect to spend approximately 36 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. 7. 10/17/2018 - VALLEY WEALTH ADVISORS - DBA: (Hybrid) NewEdge Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/21/2018. 8. 8/2/2019 - SBG Group Inc., InSource Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/11/2019 - 4 Hours Per Month/1 Hour During Securities Trading. 9. 8/2/2019 - Bridges Financial Group, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 12/22/2017 - 10 Hours Per Month/1 Hour During Securities Trading - Management of farmland for aunts and managing estate and other pass thru income from LPL. 10. 02/22/2022 - Sunset Land Company - Investment Related - Rogers Township, North Dakota and Valley Township, Barnes County, North Dakota - Real Estate Rental - Farmland - Start Date - 03/27/2017- 1 Hours Per Month/ 0 Hours During Securities Trading. 11. 09/29/2023 - CJ Holding, LLLP - Business Entity For Tax/Investment Purposes Only - Family Limited Partnership - Investment Related - At Reported Business Location(s) - Start date: 01/01/2024 - 3 Hours Per Month/ During Trading 12. 08/14/2025 - FMJ - Other - Oil Royalties - Not Investment Related - At Reported Business Location(s) - Start date: 07/28/2025 - 1 Hours Per Month/ 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-14 |
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