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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-08 |
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2020-03-12 |
| TX | RA | APPROVED | 2020-03-12 |
Branch Locations
8931 S Yale Avenue Suite T, Tulsa, OK 74137 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Tulsa | OK | 11/2008 | 03/2020 |
| Triad Advisors | Norcross | GA | 03/2020 | 12/2022 |
| Gwm Advisors, Llc | Tulsa | OK | 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) 1/24/2023 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 03/12/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 03/2020. 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 | 2007-06-14 |
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