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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-02-12 |
Branch Locations
7127 S Lyncrest Pl Suite 101, Sioux Falls, SD 57108 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 10/2020 | 08/2022 |
| Dj's Dugout | Omaha | NE | 07/2020 | 10/2020 |
| Frontier Business Solutions | Omaha | NE | 05/2020 | 06/2020 |
| Wkar Current Sports | East Lansing | MI | 01/2020 | 06/2020 |
| Msu Athletics | East Lansing | MI | 01/2020 | 06/2020 |
| Harper's Restaurant And Brewpub | East Lansing | MI | 11/2019 | 01/2020 |
| Traverse City Pit Spitters | Traverse City | MI | 05/2019 | 08/2019 |
| Red Cedar Log | East Lansing | MI | 09/2018 | 05/2019 |
| Ymca Camp Leif Ericson | Sioux Falls | SD | 05/2018 | 08/2018 |
| Michigan State University | East Lansing | MI | 08/2017 | 05/2018 |
| Ymca Camp Leif Ericson | Sioux Falls | SD | 05/2017 | 08/2017 |
| Dairy Queen | Sioux Falls | SD | 07/2015 | 02/2017 |
| Ubs Financial Services, Inc | Sioux Falls | SD | 09/2022 | 01/2025 |
| Newedge Advisors | New Orleans | LA | 01/2025 | Present |
| Newedge Securities Llc | Pittsburgh | PA | 01/2025 | Present |
1. NewEdge Advisors*Yes Invest*Pittsburgh, PA *Wealth Advisor*1/30/25*Wealth Advisor*I am on a team in Sioux Falls, SD with James Willers. We conduct advisory services through NewEdge Advisors, LLC, a registered investment advisor, DBA Sioux Falls Advisors. I am more operations focused for James and the team but do the planning/other duties for clients as well.*160 Hrs/0 Non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-11 |
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