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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-17
NJ RA APPROVED 2025-03-17
TX RA APPROVED 2025-03-17
  • NH RA
    APPROVED
    Since 2025-03-17
  • NJ RA
    APPROVED
    Since 2025-03-17
  • TX RA
    APPROVED
    Since 2025-03-17

Branch Locations

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

30 Columbia Turnpike Suite 101, Florham, NJ 07932 • 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
Lpl Financial, Llc Florham Park NJ 09/2015 Present
Private Portfolio Partners, Llc Florham Park NJ 09/2015 03/2025
Newedge Advisors, Llc. New Orleans LA 03/2025 Present
  • 09/2015 → Present
    Lpl Financial, Llc
    Florham Park, NJ
  • 09/2015 → 03/2025
    Private Portfolio Partners, Llc
    Florham Park, NJ
  • 03/2025 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2015-09-22 → 2025-04-08
    Private Portfolio Partners, Llc
    Florham, NJ
    Paramus, NJ
  • 2003-10-16 → 2015-09-28
    Morristown, NJ
Other Businesses

1. 12/12/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Representative - Start Date 11/16/17 - 1 Hours per Month/0 Hours during Trading. 2. 05/04/2023 - MADISON BROKERAGE CORP - Investment Related - At Reported Business Location(s) - Insurance Agency - Agent - Start Date 04/06/2023 - 1 Hours Per Month/1 Hours During Securities Trading 3) 04/09/2025 - Link Financial LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:10/28/2015 - 160 Hrs/Mth - 7 Hrs During Trading. 4) 04/09/2025 - NewEdge Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/17/2025 - 160 Hrs/Mth - 7 Hrs During Trading.I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2025. 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. 5) 03/19/2026-DONALD LINK-AGENT-Non-Variable Insurance-Inv related-At Florham Park, NJ-Start date 03/18/2026-1hrs/mth-1hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-09
S63 Uniform Securities Agent State Law Examination 2000-05-24
  • S66 Uniform Combined State Law Examination
    2002-10-09
  • S63 Uniform Securities Agent State Law Examination
    2000-05-24
Designations

View on SEC IAPD

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