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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
LA RA APPROVED 2022-03-03
TX RA APPROVED 2022-03-03
  • CA RA
    APPROVED
    Since 2025-01-01
  • LA RA
    APPROVED
    Since 2022-03-03
  • TX RA
    APPROVED
    Since 2022-03-03

Branch Locations

Lake Charles, LA • United States

858 Camp Street, New Orleans, LA 70130 • 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
Wells Fargo Advisors, Llc Lake Charles LA 10/2015 11/2016
Wells Fargo Clearing Services, Llc Lake Charles LA 11/2016 03/2017
Lpl Financial, Llc Lake Charles LA 03/2017 Present
Newedge Advisors, Llc (Gwm Advisors, Llc) Lake Charles LA 04/2017 Present
  • 10/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Lake Charles, LA
  • 11/2016 → 03/2017
    Lake Charles, LA
  • 03/2017 → Present
    Lpl Financial, Llc
    Lake Charles, LA
  • 04/2017 → Present
    Newedge Advisors, Llc (Gwm Advisors, Llc)
    Lake Charles, LA
Previous Registrations
Other Businesses

1. 03/23/2017 - TOUJOURS PLANNING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LAKE CHARLES, LA. 2. 4/11/2017 - GWM Advisors, LLC - DBA: (hybrid) Toujours Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/18/2017 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide administrative services through GWM Advisors, an independent investment advisor firm. I started this business activity on 4/11/2017. I expect to spend approximately 172 hours/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 advisory firm is separate from and independent of LPL Financial. 3. 12/18/2017 - Toujours Worth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 12/06/2017 - 30 Hours Per Month/30 Hours During Securities Trading. 4. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/01/2017 - 172 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity on 4/11/2017. I expect to spend approximately 172 hours/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 advisory firm is separate from and independent of LPL Financial. 5. 06/22/2022 - Generation Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/21/2022 - 176 Hours Per Month/7 Hours During Securities Trading. 6. 10/14/2022 - Danielle Nava - Investment Related - Home Based - DBA for LPL Business (entity for LPL business) - Start Date: 10/05/2022 - 15 Hours Per Month/15 Hours During Securities Trading. 7. 02/27/2025 - ProgressiveFinancialAdvisors.com - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/10/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-29
  • S66 Uniform Combined State Law Examination
    2015-12-29
Other Names
  • Danielle Granger
  • Danielle Nava
  • Danielle Granger Nava

View on SEC IAPD

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