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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-15 |
| NE | RA | APPROVED | 2025-08-06 |
Branch Locations
227 Mulberry Ave Suite B, Muscatine, IA 52761 • United States
1026 Illinois Street, Sidney, NE 69162 • 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 |
|---|---|---|---|---|
| Securities America, Inc | Sidney | NE | 11/2012 | 09/2018 |
| Securities America Advisors | Sidney | NE | 01/2014 | 09/2018 |
| Lpl Financial, Llc | Sidney | NE | 09/2018 | Present |
| Newedge Advisors Llc | New Orleans | LA | 08/2025 | Present |
1. 9/18/2018 - Hulusen Properties LLC - Investment Related - Home Based - Other-land development - Started 09/17/2018. 2. 9/18/2018 - Inurance Sales - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/17/2018 - 1 Hour Per Month/5 Hours During Securities Trading - Time Spent 15% - Insurance Sales - Fixed, Life and Health. 3. 9/18/2018 - Financial Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/17/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 4. 7/2/2020 - LDMF, LLC - Investment Related - Sidney NE 69162 - Real Estate Rental - Started 07/01/2020 - 0 Hours Per Month - Purchasing a commercial building. 5. 02/22/2022 - Financial Partners Insurance Agency - Investment Related - At Reported Business Location(s ) - Insurance Agency - Start Date - 03/01/2022- 10 Hours Per Month/ 5 Hours During Securities Trading. 6. 08/06/2025 - Financial Partners, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s ) - Start Date - 07/01/2025- 160 Hours Per Month/ 160 Hours During Securities Trading. 7. 08/06/2025 - NewEdge Advisors - Registered Investment Advisor Hybrid- Investment Related - At Reported Business Location(s ) - Start Date - 07/01/2025- 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 7/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-13 |
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