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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED_RES | 2024-06-10 |
Branch Locations
880 W. Long Lake Rd. Suite 550, Troy, MI 48098 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | St. Clair Shores | MI | 12/2008 | 01/2017 |
| Cwm, Llc | Bingham Farms | MI | 01/2016 | 06/2024 |
| Stonebridge Financial Partners, Llc | Binham Farms | MI | 01/2016 | 06/2024 |
| Cetera Advisor Networks | El Segundo | CA | 01/2017 | 06/2024 |
| Usa Hockey | Farmington Hills | MI | 10/2019 | Present |
| Lpl Financial Llc | Troy | MI | 06/2024 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 06/2024 | Present |
1) 05/15/2024 - Stonebridge Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Troy. Ml 48098 - Investment Related 2) 05/15/2024 - Colin Casey - Non-Variable Insurance - Investment Related - Troy, MI 48098 - 20 hrs/mth 3) 05/15/2024 - USA Hockey - Official - On ice hockey referee. Game manager and rules administrator. - 20 hrs/mth - Rochester Hills, MI 48309 4) 06/06/2024 - Stonebridge Financial Partners, LLC. - DBA for NewEdge Advisors, LLC (RIA) -Investment Related - Investment Advisor Representative - 100% of time is devoted to this activity - at reported business location. 5) 11/2016 - Shorewood Kiwanis Club of Michigan - PO Box 87 St. Clair Shhores, MI 48080 - Civic Organization - Club Secretary - 5 hours per month are devoted to this activity - Fund raising and service projects for children in need. 6) 06/13/2024 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 6/5/2024 - 144 Hrs/Mo; 7 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately [#] 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 | 2008-08-19 |
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