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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-03 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
880 W. Long Lake Rd. Suite 550, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blumark Financial Advisors Llc Dba Blumark | Troy | MI | 12/2015 | 01/2021 |
| Royal Alliance | Troy | MI | 05/2020 | 01/2021 |
| Ameriprise Financial Services | Troy | MI | 01/2021 | 06/2022 |
| Riverpoint Wealth Management | Chicago | IL | 06/2022 | 03/2023 |
| Cwm, Dba Carson Partners - Crd # 155344 | Bingham Farms | MI | 04/2023 | 06/2024 |
| Cetera Advisor Networks | El Segundo | CA | 04/2023 | 06/2024 |
| Lpl Financial Llc | Troy | MI | 06/2024 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 06/2024 | Present |
1. 05/23/2024 - Stonebridge Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2. 06/13/2024 - NewEdge Advisors - Inv related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 6/5/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide administrative support to NewEdge Advisors, an independent investment advisor firm. I started this business activity in 062024. 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. 3. Mr. Sovis is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Sovis, as a fiduciary, will act in the client's best interest.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-04 |
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