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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-25
TX RA APPROVED 2021-08-23
  • FL RA
    APPROVED
    Since 2021-08-25
  • TX RA
    APPROVED
    Since 2021-08-23

Branch Locations

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

1102 W Indiantown Rd Ste 8, Jupiter, FL 33458 • 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
Ameriprise Financial Services, Inc. Palm Beach Gardens FL 03/2015 08/2021
Lpl Financial Llc Tequesta FL 08/2021 Present
Newedge Advisors, Llc (Formerly: Gwm Advisors, Llc) New Orleans LA 08/2021 Present
  • 03/2015 → 08/2021
    Ameriprise Financial Services, Inc.
    Palm Beach Gardens, FL
  • 08/2021 → Present
    Lpl Financial Llc
    Tequesta, FL
  • 08/2021 → Present
    Newedge Advisors, Llc (Formerly: Gwm Advisors, Llc)
    New Orleans, LA
Previous Registrations
Other Businesses

1) 08/23/2021- Silver Edge Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/16/2021. 2) 08/23/2021 - Silver Edge Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/16/2021 - 320 Hours Per Month/32.5 Hours During Securities Trading - Time Spent 100%. 3) 11/05/2021 - SBG Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/27/2021 - 10 Hours Per Month/1 Hour During Securities Trading. 4) 02/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 08/16/2021 - 320 Hours Per Month/32.5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors LLC, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 320 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. 5) 09/11/2024 - Silver Edge RE Holdings, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 09/04/2024 - 2 Hours Per Month/ 0 Hours During Trading 6) 10/02/2024 - Pacific Life - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/05/2024 - 10 Hours Per Month/ 3 Hours During Trading 7) 10/09/2024 - Silver Edge Financial Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/16/2021 - 320 Hours Per Month/ 32 Hours During Trading 8) 01/31/2025 - Gradient Annuity Brokerage - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/29/2025 - 8 Hrs/Mth - 8 Hrs During Trading. 9) 04/04/2025- ECA Marketing - Non-Variable Insurance- Investment Related - At Reported Business Location(s) - Start Date 04/03/2025 - 8 hours per month/ during trading 10) 03/05/2026 - Accounting Edge - Business Owner - Not Investment Related - Memphis, TN - Start Date 03/02/2026 - 10 hours per month/ 5 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-26
S63 Uniform Securities Agent State Law Examination 2008-08-27
  • S65 Uniform Investment Adviser Law Examination
    2015-05-26
  • S63 Uniform Securities Agent State Law Examination
    2008-08-27

View on SEC IAPD

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