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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-12-16
GA RA APPROVED 2018-08-09
  • TX RA
    APPROVED_RES
    Since 2020-12-16
  • GA RA
    APPROVED
    Since 2018-08-09

Branch Locations

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

201 Woodrow Wilson Drive, Valdosta, GA 31602 • 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 Valdosta GA 04/2008 Present
Onward Wealth Development Valdosta GA 12/2015 12/2016
Wiregrass Investment Management Llc Valdosta GA 12/2016 06/2018
Newedge Advisors, Llc (Dba: Gwm Advisors Llc) Valdosta GA 06/2018 Present
  • 04/2008 → Present
    Lpl Financial Llc
    Valdosta, GA
  • 12/2015 → 12/2016
    Onward Wealth Development
    Valdosta, GA
  • 12/2016 → 06/2018
    Wiregrass Investment Management Llc
    Valdosta, GA
  • 06/2018 → Present
    Newedge Advisors, Llc (Dba: Gwm Advisors Llc)
    Valdosta, GA
Previous Registrations
Other Businesses

1. 7/5/2018 - GWM Advisors, LLC - DBA: (Hybrid) Goss Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/12/2018 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through GWM Advisors, an independent investment advisor firm. I started this business activity on 7/5/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 2. 11/5/2021 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2021 - 160 Hours Per Month During Securities Trading. 3. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 07/12/2018 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity on 7/5/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors LLC, an independent investment advisor firm. I started this business activity in 11/2021. 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. 01/13/2023 - Blue Cow LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/03/2023 - 10 Hours Per Month/0 Hours During Securities Trading 6. 01/13/2023 - Legacy Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/03/2023 - 35 Hours Per Month/7 Hours During Securities Trading 8. 01/24/2023 - Big Orange Capital LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 02/01/2023 - 2 Hours Per Month/0 Hours During Securities Trading 7. 01/24/2023 - Grey Dawg LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Partner/Owner - Start Date - 01/03/2023 - 1 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-01
  • S66 Uniform Combined State Law Examination
    2011-12-01
Other Names
  • Gregory Bright

View on SEC IAPD

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