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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2022-07-21 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1714 N. Lincoln Ave., Pierre, SD 57501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | Pierre | SD | 10/2009 | 07/2019 |
| Lpl Financial, Llc | Pierre | SD | 07/2019 | Present |
| Newedge Advisors, Llc | Pierre | SD | 09/2021 | Present |
1. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 9/2021 - 144 Hours Per Month/8 Hours During Securities Trading - Time Spent 90% - I provide administrative support to NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 144 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 | 2022-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-14 |
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