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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-20 |
| TX | RA | APPROVED | 2018-12-07 |
| ND | RA | APPROVED | 2018-02-26 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
4909 Stockholm Loop, Bismarck, ND 58503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Bismarck | ND | 08/2007 | 11/2017 |
| Lpl Financial Llc | Bismarck | ND | 11/2017 | Present |
| Gwm Advisors, Llc (Dba: Planningteam Financial Advisors) | Bismark | ND | 01/2018 | Present |
1. 10/23/2017 - Planningteam Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2007. 2. 10/23/2017 - Planningteam Financial Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 3. 4/23/2018 - GWM Advisors, LLC - DBA: (Hybrid) Planningteam Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/18/2018 - 20 Hours Per Month During Securities Trading - I provide investment advisory services through New Edge Advisors, LLC, an independent investment advisor firm. I started this business activity in 04/2018. I expect to spend approximately 20 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. 4/23/2018 - Planningteam Financial Advisors - DBA: (Hybrid) Goss Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/18/2018 - 20 Hours Per Month During Securities Trading. 5. 03/15/2022 - Shayla Evink Financial, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Commissions - Start Date 01/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 09/06/2023 - PT Real Estate Holdings LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 08/01/2023 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-14 |
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