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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-08 |
| IA | RA | APPROVED | 2025-08-05 |
Branch Locations
1026 Illinois Street, Sidney, NE 69162 • United States
227 Mulberry Avenue Suite B, Muscatine, IA 52761 • 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 |
|---|---|---|---|---|
| Region I Office Of Human Development | Sidney | NE | 07/2016 | 06/2021 |
| Western Convenience Gas Station | Sidney | NE | 08/2017 | 01/2018 |
| Lpl Financial | Sidney | NE | 08/2021 | Present |
| American Self Defense Concepts Llc | Sidney | NE | 03/2020 | 06/2021 |
| Newedge Advisors, Llc | New Orleans | LA | 08/2025 | Present |
1. 08/20/2021 - DBA for LPL Business (entity for LPL business) - Financial Partners, LLC - Investment Related - Sidney, NE 69162-1646 2. 04/26/2022 - Financial Partners Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 03/31/2022- 10 Hours Per Month/ 1 Hours During Securities Trading 3. 08/06/2025 - NewEdge Advisors - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date - 08/04/2025 - 160 Hours Per Month/ 160 Hours During Securities Trading. I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 8/2025. 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. 4. 08/06/2025 - Financial Partners LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date - 06/01/2021 - 160 Hours Per Month/ 160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
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