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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-12-10
IL RA APPROVED 2021-06-02
TX RA APPROVED 2021-06-02
  • NH RA
    APPROVED
    Since 2024-12-10
  • IL RA
    APPROVED
    Since 2021-06-02
  • TX RA
    APPROVED
    Since 2021-06-02

Branch Locations

171 W. Wing Street Unit 203, Arlington Heights, IL 60005 • 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 Arlington Heights IL 02/2016 11/2016
Wells Fargo Clearing Services, Llc Arlington Heights IL 11/2016 05/2021
Lpl Financial Llc Arlington Heights IL 06/2021 Present
Newedge Advisors, Llc (Gwm Advisors, Llc) Arlington Heights IL 06/2021 Present
  • 02/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Arlington Heights, IL
  • 11/2016 → 05/2021
    Arlington Heights, IL
  • 06/2021 → Present
    Lpl Financial Llc
    Arlington Heights, IL
  • 06/2021 → Present
    Newedge Advisors, Llc (Gwm Advisors, Llc)
    Arlington Heights, IL
Previous Registrations
Other Businesses

1. 6/2/2021 - Providence Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/9/2021 - GWM Advisors, LLC - DBA: (Hybrid) Providence Private Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/01/2020 - 100 Hours Per Month/25 Hours During Securities Trading. 3. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/01/2020 - 100 Hours Per Month/25 Hours During Securities Trading - Time Spent 60% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 100 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. 4. 11/12/2024- Northwest Chargers Hockey Association- Outside/W-2 Employment- Not Investment Related- Mount Prospect, IL - Start Date 09/10/2024 - 5 Hours Per Month/ 0 Hours During Trading 5. 06/04/2025 - FSG - Financial Strategies Group, LLP - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date- 05/30/2025 - 5 Hrs/Mth - 0Hrs During Trading. 6. 02/24/2026 - Crowley Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/23/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-25
  • S66 Uniform Combined State Law Examination
    2016-04-25
Other Names
  • Kyle Crowley

View on SEC IAPD

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