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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-10 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
4324 Wade Hampton Boulevard Suite D, Taylors, SC 29687 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2010-04-26 |
Branch Locations
4324 Wade Hampton Blvd Ste D, Taylors, SC 29687 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Taylors | SC | 04/2010 | Present |
| Crescom Bank (Formerly: Greer State Bank) | Greer | SC | 04/2010 | 08/2020 |
| Newedge Advisors, Llc | New Orleans | LA | 08/2026 | Present |
1. 5/20/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/1/2017 - 50 Hours Per Month/25 Hours During Securities Trading. 2. 05/19/2025 - TrueWealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date;05/12/2025 -30 Hours Per Month/30 Hours During Securities Trading. 3. TrueWealth Advisors, LLC - DBA for NewEdge Advisors, LLC; Investment related; Taylors, SC; Start date 08/2026; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-04 |
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