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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-19
  • FL RA
    APPROVED
    Since 2024-03-19

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

341 Old S. Dixie Hwy, Tequesta, FL 33469 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Tequesta FL 11/2023 Present
Bass College Prep Llc Moorestown NJ 01/2015 01/2021
Ccs Fundraising Philadelphia PA 02/2021 10/2021
Cultural Council Of Palm Beach County Lake Worth FL 10/2021 01/2022
Baptist Health South Florida Boynton Beach FL 02/2022 10/2022
Jupiter Medical Center Jupiter FL 11/2022 10/2023
Newedge Advisors, Llc. New Orleans LA 03/2024 Present
  • 11/2023 → Present
    Lpl Financial
    Tequesta, FL
  • 01/2015 → 01/2021
    Bass College Prep Llc
    Moorestown, NJ
  • 02/2021 → 10/2021
    Ccs Fundraising
    Philadelphia, PA
  • 10/2021 → 01/2022
    Cultural Council Of Palm Beach County
    Lake Worth, FL
  • 02/2022 → 10/2022
    Baptist Health South Florida
    Boynton Beach, FL
  • 11/2022 → 10/2023
    Jupiter Medical Center
    Jupiter, FL
  • 03/2024 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Other Businesses

1- 01/22/2024 - Silver Edge Financial Group - DBA for LPL Business (entity for LPL business) - Start date: 11/13/2023 2- 3/12/2024 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 11/13/2023 - 140 Hrs/Mo; 6 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 140 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. 3- 12/26/2024- Silver Edge Financial Group- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 12/17/2024- 5 Hours Per Month 4- 01/03/2025- Silver Edge Financial Group- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/16/2021- 160 Hours Per Month- 40 Hours During Trading 5. 07/23/2025 - ECA Marketing - Non-Variable Insurance - Inv rel - At reported business location(s) - Start date: 07/14/2025 - 5Hours Per Month- 1 Hours During Trading. 6. 07/23/2025 - Pacific Life - Non-Variable Insurance - Inv rel - At reported business location(s) - Start date: 07/14/2025 - 5Hours Per Month- 1 Hours During Trading. 7. 07/23/2025 - Synchronize - Non-Variable Insurance - Inv rel - At reported business location(s) - Start date: 07/14/2025 - 5Hours Per Month- 1 Hours During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-29
S63 Uniform Securities Agent State Law Examination 2014-10-09
  • S66 Uniform Combined State Law Examination
    2024-02-29
  • S63 Uniform Securities Agent State Law Examination
    2014-10-09
Other Names
  • Michael Bass

View on SEC IAPD

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