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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-17 |
| TX | RA | APPROVED | 2025-03-17 |
Branch Locations
30 Columbia Turnpike Suite 101, Florham, NJ 07932 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Florham Park | NJ | 07/2016 | Present |
| Private Portfolio Partners | Florham Park | NJ | 08/2016 | 03/2025 |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2025 | Present |
1) 03/19/2025 - NewEdge Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/17/2025 - 160 Hrs/Mth - 7 Hrs During Trading.I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2025. 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. 2) 04/02/2025 - Link Financial, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:03/17/2025 - 160 Hrs/Mth - 7 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-09 |
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