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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-09-16 |
| FL | RA | APPROVED | 2023-03-29 |
| TX | RA | APPROVED | 2023-03-20 |
Branch Locations
29 Plantation Park Drive Suite 701, Bluffton, SC 29910 • United States
3414 Duck Ave. 11, Key West, FL 33040 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2012 | 03/2023 |
| Lpl Financial Llc | Key West | FL | 03/2023 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 03/2023 | Present |
1) 01/05/2023 - Modus Wealth Management LLC - DBA for LPL Business (entity for LPL Business) - Investment related - At reported business location(s). 2) 10/25/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/20/2023 - 120 Hours Per Month/ 100 Hours During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2023. I expect to spend approximately 120 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. 3. 1/31/2025 - Bruski Holdings Company, LLC - Real Estate Office -Bluffton, SC - LLC - Owner - Member of LLC - 1 hours is devoted to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-07 |
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