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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-08-15
NE RA APPROVED 2025-08-06
  • IA RA
    APPROVED
    Since 2025-08-15
  • NE RA
    APPROVED
    Since 2025-08-06

Branch Locations

227 Mulberry Ave Suite B, Muscatine, IA 52761 • United States

1026 Illinois Street, Sidney, NE 69162 • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2012 → 09/2018
    Securities America, Inc
    Sidney, NE
  • 01/2014 → 09/2018
    Securities America Advisors
    Sidney, NE
  • 09/2018 → Present
    Lpl Financial, Llc
    Sidney, NE
  • 08/2025 → Present
    Newedge Advisors Llc
    New Orleans, LA
Previous Registrations
  • 2014-01-08 → 2018-09-20
    Securities America Advisors, Inc.
    Sidney, NE
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-21
S63 Uniform Securities Agent State Law Examination 1991-08-13
  • S65 Uniform Investment Adviser Law Examination
    2013-10-21
  • S63 Uniform Securities Agent State Law Examination
    1991-08-13
Other Names
  • Greg Huck

View on SEC IAPD

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