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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-16 |
| GA | RA | APPROVED | 2018-08-09 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
201 Woodrow Wilson Drive, Valdosta, GA 31602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-01 |
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