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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-07-09 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
201 Woodrow Wilson Drive, Valdosta, GA 31602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Valdosta | GA | 04/2016 | Present |
| Wiregrass Investment Management Llc | Valdosta | GA | 04/2016 | 06/2018 |
| Newedge Advisors | Valdosta | GA | 06/2018 | Present |
1. 11/07/2016: The Agents Marketing Group Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 11/15/2016 - 8 Hr/Mo; 1 Hour(s) During Securities Trading - Agent: Life, Health, Disability, LTC, Fixed Annuities 2. 10/6/2017 - Big Sky Transport, Inc. - Not Investment Related - Home Based - Other-Transportation Company - Shareholder & President - Started 10/16/2017 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 1/12/2022 - NewEdge Advisors, LLC - DBA: (Hybrid) New Edge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 06/28/2018 - 150 Hours Per Month/150 Hours During Securities Trading. 4. 1/12/2022 - NewEdge Advisors, LLC - DBA: (Hybrid) NewEdge Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 06/28/2018 - 150 Hours Per Month/150 Hours During Securities Trading. 5. 2/09/2022 - NewEdge Advisors, LLC - DBA: (Hybrid) GWM Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 06/28/2018 - 150 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 6/2018. I expect to spend approximately 150 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. 6. 10/07/2022 - Jared M McGahee, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 10/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading 7. 1/13/2023 - Legacy Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/01/2023 - 0 Hours Per Month/0 Hours During Securities Trading 8. 1/24/2023 - Grey Dawg LLC - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - Managing Member - Start Date - 02/01/2023 - 0 Hours Per Month/0 Hours During Securities Trading 9. 1/24/2023 - Blue Cow LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/01/2023 - 1 Hours Per Month/1 Hours During Securities Trading 10. 11/01/2022- Prudent Man, LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 11/01/2022- 5 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-03 |
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