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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-12-22 |
| GA | RA | APPROVED | 2023-12-05 |
| TX | RA | APPROVED_RES | 2023-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-22 |
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