John Rodney Pilgreen

Current Employers

Employment History

• 03/2004 → Present
  Lpl Financial, Llc
  Shreveport, LA
• 08/2015 → Present
  Newedge Advisors, Llc (Gwm Advisors, Llc)
  Shreveport, LA

Previous Registrations

• 2003-08-28 → 2004-02-24
  Ubs Financial Services Inc.
  Houston, TX

Other Businesses

(1) 09/16/2005: pilgreen wealth management, llc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 11/14/2008: 398 Ockley LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - 0% Time Spent - rental property (triplex) (3) 08/03/2011: Freeloader Investments, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - 0% Time Spent - vacation home (4) 08/19/2016: GWM Advisors LLC - Registered Investment Advisor DBA - DBA: (Hybrid) Pilgreen Wealth Management - Investment Related - 7607 Fern Ave, Shreveport, LA 71105 - Started 07/15/2016 - 160 Hr/Mo; 130 Hours During Securities Trading - IAR. (5) 3/29/2017 - PWM - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/24/17 - 160 Hours Per Month During Securities Trading. (6) 2/13/2018 - Goss Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/08/2018 - 40 Hours Per Month During Securities Trading. (7) 5/20/2019 - SBG, Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/13/2019 - 1 Hours Per Month/0 Hours During Securities Trading. (8) 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/15/2016 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2016. 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. (9) 10/08/2025 -Real Estate Rental - Investment Related - Rouge LA - Start Date: 10/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-23
• S65 Uniform Investment Adviser Law Examination
  1994-07-15
• S63 Uniform Securities Agent State Law Examination
  1990-07-09

Other Names

• Rod Pilgreen
• John Rodney Jr Jrpilgreen