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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-07 |
| TX | RA | APPROVED_RES | 2022-03-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Waitr Holdings | Lake Charles | LA | 08/2016 | 12/2019 |
| Toujours Planning, Llc | Lake Charles | LA | 07/2019 | 04/2021 |
| Lpl Financial, Llc | Lake Charles | LA | 04/2021 | Present |
| Newedge Advisors, Llc (Gwm Advisors, Llc) | Lake Charles | LA | 07/2019 | Present |
1)04/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TOUJOURS PLANNING - INVESTMENT RELATED - LAKE CHARLES, LA 70601 2)2011 - OTHER: BAND - CENTER STREET RECORDS, LLC - NOT INVESTMENT RELATED - LAKE CHARLES, LA 3) 02/03/2025- Center Street Records, LLC- Business Owner-Not INV Related- At 3) 4/14/2021 - GWM Advisors, LLC - DBA: (Hybrid) Toujours Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 7/1/2019 - 160 Hours Per Month/80% During Securities Trading - Time Spent 100%. 4) 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 7/1/2019 - 160 Hours Per Month/80% Hours During Securities Trading - Time Spent 100% - I provide administrative support to NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2019. 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. 5) 06/21/2022 - Generation Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/15/2022 - 160 Hours Per Month/ 140 Hours During Securities Trading. 6) 02/03/2025- Center Street Records, LLC- Business Owner- At LAKE CHARLES, LA- Start date 04/03/2023- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
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