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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED | 2023-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 10/2009 | 08/2023 |
| Bank Of America, N.A. | Greenville | SC | 05/2011 | 08/2023 |
| Lpl Financial, Llc | Greenville | SC | 08/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 08/2023 | Present |
1- 08/17/2023 / SDG PROPERTY LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 1 hrs mnth / 1 time spnt prcnt / start date 10/25/2010 2- 08/17/2023 / Provident Wealth / DBA for LPL Business (entity for LPL business) / Investment Related 3- 08/17/2023 / UPSTATE RENTAL PROPERTY LLC / Real Estate Rental / Non Investment Related / 1 hrs mnth / 1 time spnt prcnt / start date 1/1/2012 4- 08/17/2023 / Lake Cunningham Farms / Farm / Non Investment Related / 1 time spnt prcnt / start date 6/30/2016 5- 09/20/2023 - Newedge Advisors - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) -Start Date 08/16/2023 - 150 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Newedge Advisors, an independent investment advisor firm. I started this business activity in 8/2023. I expect to spend approximately [#] 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-27 |
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