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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-01-19 |
| WI | RA | APPROVED | 2018-02-20 |
Branch Locations
317 West Main Street, Ashland, WI 54806 • 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 |
|---|---|---|---|---|
| Investment Centers Of America | Ashland | WI | 12/2015 | 11/2017 |
| Lpl Financial Llc | Ashland | WI | 11/2017 | Present |
| Newedge Advisors, Llc (Formerly: Gwm Advisors, Llc) | Ashland | WI | 01/2018 | Present |
1. 02/12/2018 - Fiorio Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/02/2017 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 03/20/2018 - Fiorio Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 02/06/2018 - 160 Hours Per Month/160 Hours During Securities Trading. 3. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/19/2018 - 160 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 3/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 4. Self-Employed; Not Investment Related; Ashland, WI; Insurance; licensed insurance agent; 1/2016; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance 5. Fiorio Brothers Investments Inc; Not Investment Related; Ashland, WI; Real Estate; Secretary; 1/2026; 1 total hrs; 1 trading hrs; maintaining meeting minutes 6. Fiorio Investment Planning Services Inc; Not Investment Related; Ashland, WI; Pass-through entity; Secretary; 1/2026; 1 total hrs; 1 trading hrs; administrative oversight and ownership responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-16 |
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