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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-12-22
GA RA APPROVED 2023-12-05
TX RA APPROVED_RES 2023-12-04
  • LA RA
    APPROVED
    Since 2023-12-22
  • GA RA
    APPROVED
    Since 2023-12-05
  • TX RA
    APPROVED_RES
    Since 2023-12-04

Branch Locations

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

38 Spring Street, Newnan, GA 30263 • 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 Newnan GA 06/2004 05/2019
Independent Financial Partners Newnan GA 03/2012 12/2023
Ifp Securities, Llc Newnan GA 05/2019 12/2023
Lpl Financial Llc Newnan GA 12/2023 Present
Newedge Advisors, Llc. New Orleans LA 12/2023 Present
Previous Registrations
Other Businesses

1) 11/2023 - Welden Financial/ DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 11/2023 - 38sp / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Newnan GA / Start date 11/01/2016 - 1% Time Spent 3) 11/2023 - Notary / Newnan GA / Inv. Related / Start date 06/01/2015 - 1Hrs per month / 1% Time Spent 4) 12/2023 - NewEdge Advisors, LLC. - DBA For RIA Welden Financial - Investment Related - Investment advisor Representative - 100% time spent - at reported business location. 5) 12/07/2023 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 12/01/2023 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Newedge Advisors, an independent investment advisor firm. I started this business activity in 12/2023. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-01
S63 Uniform Securities Agent State Law Examination 2000-06-22
  • S65 Uniform Investment Adviser Law Examination
    2007-03-01
  • S63 Uniform Securities Agent State Law Examination
    2000-06-22

View on SEC IAPD

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