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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-10-03 |
| TX | RA | APPROVED_RES | 2024-10-02 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
919 South 7Th Street, Suite 507, Bismarck, ND 58504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Investment Services, Llc | Livonia | MI | 06/2016 | 10/2018 |
| Concorde Asset Management, Llc | Livonia | MI | 06/2016 | 10/2018 |
| Lpl Financial, Llc | Bismarck | ND | 11/2018 | 01/2022 |
| Gwm Advisors, Llc | Bismarck | ND | 12/2018 | 01/2022 |
| Concourse Financial Group Securities Inc | Bismarck | NC | 01/2022 | 09/2024 |
| (Dba) Arman Group Llc | Bismarck | ND | 01/2022 | 10/2024 |
| Lpl Financial, Llc | Bismarck | NC | 10/2024 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 10/2024 | Present |
1- 07/2024 / NexGen Wealth / DBA for LPL Business (entity for LPL business) / iNV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 01/01/2022 2- 06/2024 / NCHC HOCKEY (NATIONAL COLLEGIATE HOCKEY CONFERENCE) / Outside/W-2 Employment / NON INV RLTD / 4 HRS MNTH / START 09/01/2021 3- 06/2024 / JT INVESTMENTS INC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / START 01/01/2009 4- 06/2024 / Tyler Liffrig / Non-Variable Insurance / INV RLTD / 10 HRS MNTH / 2 HRS DURING TRADING / START 01/01/2019 5- 10/11/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business location(s) - Start Date 10/01/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 10/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
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