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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-06-10 |
| WI | RA | APPROVED | 2019-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments/Nph | Appleton | WI | 06/2008 | 11/2017 |
| Advisors' Pride | Appleton | WI | 01/2018 | 11/2018 |
| Lpl Financial, Llc | Green Bay | WI | 02/2018 | Present |
| Gwm Advisors, Llc | Green Bay | WI | 12/2018 | Present |
1. 7/23/2018 - Abbey Sutherland Volleyball Camps LLC - Not Investment Related - Home Based - Other-Reps Business - Vice President/Co-Chair - Start Date: 07/01/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Abbey (wife) is a volleyball coach and runs all camp revenues through the LLC. 2) 08/26/2025 - NewEdge Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/27/2025 - 8 Hrs/Mth - 8 Hrs During Trading. 3) 08/29/2025 - NewEdge Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:12/17/2018 - 200 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2018. I expect to spend approximately 200 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 | 2008-04-25 |
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