Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2017-11-17 |
Branch Locations
8 Shackleford Plaza Suite 207, Little Rock, AR 72211 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1880 South 48Th St., Springdale, AR 72211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Little Rock | AR | 10/2006 | 11/2017 |
| Lpl Financial Llc | Little Rock | AR | 11/2017 | Present |
| Newedge Advisors, Llc (Formerly: Gwm Advisors, Llc) | Little Rock | AR | 11/2017 | Present |
1)11/17/17- Taxwise Wealth Management, Inc.- DBA for LPL Business (entity for LPL business)- Inv. Related- Little Rock, AR- 95% 2)11/17/17- Jerrod A Pinkston, CPA- Owner- Inv. Related- Little Rock, AR- 5% 3)11/17/17- Real Estate Rental- Property Owner- Inv. Related- Little Rock, AR - start date 11/16/17- 0%. 4) 11/20/2017 - Taxwise Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/16/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 95%. 5) 12/29/2021 - No Business Name - Investment Related - Home Based - Other-Notary Public - Start Date 10/10/2005 - 0 Hours Per Month/0 Hours During Securities Trading. 6) 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/16/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 95% - I provide investment advisory services through NewEdge Advisors LLC, an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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 | 2002-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-31 |
Reach out to this advisor