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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-07-31 |
Branch Locations
3321 North Valdosta Road, Valdosta, GA 31602 • United States
858 Camp Street, New Orleans, LA 70130 • 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 | Valdosta | GA | 08/2016 | Present |
| Wiregrass Investment Management, Llc | Valdosta | GA | 08/2016 | 06/2018 |
| Newedge Advisors, Llc (Gwm Advisors, Llc) | Valdosta | GA | 06/2018 | Present |
(1) 10/5/2017 - Big Sky Transport, Inc. - Not Investment Related - 2630 Indian Ford Rd. Valdosta, GA 31601 - Outside/W-2 Employment - Secretary - Started 10/16/2017 - 10 Hours Per Month/0 Hours During Securities Trading - Other-Transportation Company. (2) 7/5/2018 - GWM Advisors, LLC - DBA: (Hybrid) Goss Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 06/28/2018 - 150 Hours Per Month/150 Hours 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 150 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. (3) 7/16/2018 - Southern Point Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/02/2018 - 40 Hours Per Month/40 Hours During Securities Trading. (4) 11/5/2021 - GWM Advisors, LLC - DBA: (Hybrid) NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2021 - 150 Hours Per Month During Securities Trading. (5) 01/18/2022 - NewEdge Advisors, LLC - DBA: (Hybrid) GMS Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/01/2021 - 150 Hours Per Month/150 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 150 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. (6) 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/01/2021 - 150 Hours Per Month/150 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. (7) 02/13/2023 The Shiver Group LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start 10/01/2022 - 40 Hr/Mo. (8) 07/12/2024 - AMG - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 2 Hours Per Month/ During Trading (9) 08/11/2025 - Big G Partners LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 07/07/2025 - 2 Hours Per Month/ During Trading (10) 08/11/2025 - Birdie Investment Properties LLC - Real Estate Rental - Valdosta, GA - Investment Related - Start date 07/15/2025 - 1 Hour Per Month/ 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-12 |
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