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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-15 |
| NE | RA | APPROVED | 2025-08-04 |
Branch Locations
227 Mulberry Ave Suite B, Muscatine, IA 52761 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-13 |
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