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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-08-15
NE RA APPROVED 2025-08-04
  • IA RA
    APPROVED
    Since 2025-08-15
  • NE RA
    APPROVED
    Since 2025-08-04

Branch Locations

227 Mulberry Ave Suite B, Muscatine, IA 52761 • United States

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

1026 Illinois Street, Sidney, NE 69162 • 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
Securities America, Inc Sidney NE 11/2012 09/2018
Securities America Advisors Sidney NE 11/2012 09/2018
Lpl Financial Sidney NE 09/2018 Present
Newedge Advisors, Llc New Orleans LA 08/2025 Present
  • 11/2012 → 09/2018
    Securities America, Inc
    Sidney, NE
  • 11/2012 → 09/2018
    Securities America Advisors
    Sidney, NE
  • 09/2018 → Present
    Lpl Financial
    Sidney, NE
  • 08/2025 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Previous Registrations
  • 2012-12-19 → 2018-09-20
    Securities America Advisors, Inc.
    Sidney, NE
  • 2012-08-17 → 2012-12-05
    Eagle One Investments, Llc
    Sidney, NE
Other Businesses

1) 9/18/2018 - NON-VARIABLE INSURANCE - INSURANCE SALES (MASON HUCK) - Start date: 02/13/2012 - 10% - SIDNEY, NE 2) 9/18/2018 - DBA FOR LPL BUSINESS - FINANCIAL PARTNER'S, LLC - Start date: 09/01/2011- 100% - SIDNEY, NE 3) 03/21/2022 - Financial Partners Insurance Agency - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 03/04/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 4) 8/5/2025 - Tee & Wills LLC - Other - Business Owner - Not Inv Rel - Sidney NE - Start date: 07/30/2025 5) 08/06/2025 - Financial Partners LLC - Registered Investment Advisor DBA - Inv rel - At reported Business location(s) - Start date: 08/04/2025 - 40Hrs/mnth 40 hr during trading. 6) 08/6/2025 - NewEdge Advisors - Registered Investment Advisor Hybrid - Inv rel - At reported Business location(s) - Start date: 08/04/2025 - 40Hrs/mnth 40 hr during trading. I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 40 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
S66 Uniform Combined State Law Examination 2012-06-13
  • S66 Uniform Combined State Law Examination
    2012-06-13

View on SEC IAPD

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