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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2020-10-15
TX RA APPROVED 2020-10-15
  • LA RA
    APPROVED
    Since 2020-10-15
  • TX RA
    APPROVED
    Since 2020-10-15

Branch Locations

6300 Corporate Blvd Suite 120, Baton Rouge, LA 70809 • 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 Baton Rouge LA 12/2015 11/2016
Wells Fargo Clearing Services, Llc Baton Rouge LA 11/2016 10/2020
Newedge Advisors, Llc (Gwm Advisors, Llc) Baton Rouge LA 10/2020 Present
Lpl Financial Llc Baton Rouge LA 10/2020 Present
  • 12/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Baton Rouge, LA
  • 11/2016 → 10/2020
    Baton Rouge, LA
  • 10/2020 → Present
    Newedge Advisors, Llc (Gwm Advisors, Llc)
    Baton Rouge, LA
  • 10/2020 → Present
    Lpl Financial Llc
    Baton Rouge, LA
Previous Registrations
Other Businesses

1) 10/15/2020 - DBA for LPL Business (entity for LPL business) - Goss Wealth Management - Investment Related - BATON ROUGE, LA 70809 2) 10/15/2020 - DBA for LPL Business (entity for LPL business) - GWM ADVISORS - Investment Related - BATON ROUGE, LA 70809 3) 10/15/2020 - REAL ESTATE RENTAL - INTELLECTUAL PROPERTIES, LLC - INVESTMENT RELATED - BATON ROUGE, LA 70810 Started 2019 - 5 Hours Per Month/ 0 Hours During Trading 4) 10/20/2020 - GWM Advisors, LLC - DBA: (Hybrid) Goss Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2020 - 176 Hours Per Month/100 Hours During Securities Trading - Time Spent 100%. 5) 10/20/2020 - GWM Advisors, LLC - DBA: (Hybrid) Goss Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2020 - 176 Hours Per Month/100 Hours During Securities Trading - Time Spent 100%. 6) 10/13/2021 - Meritage Wealth Insurance Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 7) 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/2020 - 176 Hours Per Month/100 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 176 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. 8) 12/19/2023 - Synchronize - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 8/15/2023 - 1 Hr/Mo. 9) 06/12/2024 - GCB Mandeville LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2024 - 15 Hours Per Month/ 10 Hours During Trading 10) 01/29/2026 - Front Yard Bikes - Non-Profit Board Member - Board Member - Not Investment Related - Baton Rouge, LA - Start Date 01/28/2026 - 5 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-23
  • S66 Uniform Combined State Law Examination
    2016-03-23
Designations
Other Names
  • Joshua Barnett

View on SEC IAPD

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