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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-10-06 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
566 Bavaria Lane, Chaska, MN 55318 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Chaska | Chaska | MN | 06/2009 | Present |
| Investment Centers Of America. Inc. | Chaska | MN | 06/2014 | 11/2017 |
| Lpl Financial Llc | Chaska | MN | 11/2017 | Present |
1. 11/29/2017 - CITY OF CHASKA/CHASKA COMMUNITY CENTER - Not Investment Related - Outside/W-2 Employment - 8 Hours Per Month/0 Hours During Securities Trading - FITNESS INSTRUCTOR. 2. 11/29/2017 - GSH Asset Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 03/06/2018 - GSH Asset Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 11/30/2017 - 160 Hours Per Month/160 During Securities Trading. 4. 10/5/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Start Date: 05/09/2012 - 1 Hour Per Month/1 Hour During Securities Trading - Notary Public - Minnesota. 5. 2/22/2023 - No Business Name - Not Investment Related - One City Hall Plaza Chaska, MN 55318 - political office - 1st Alternate Commissioner. - Start Date - 02/08/2023 - 1 Hours Per Month/0 Hours During Securities Trading 6. 07/16/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 03/01/2018 - 160 Hours Per Month/ During Trading - I provide administrative support to NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2018. 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. 7. 10/14/2024 - North Edge Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/15/2024 - 160 Hours Per Month/ 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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