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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-10-15 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
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