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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-04-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
7 Prince Place Suite 202, Newburyport, MA 01950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Newburyport | MA | 08/2014 | Present |
| Flagship Harbor Advisors, Llc | Newburyport | MA | 04/2018 | 04/2021 |
| Newedge Advisors, Llc (Formerly: Gwm Advisors, Llc) | Newburyport | MA | 04/2021 | Present |
1. 5/3/2018 - BRANDT WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/06/2018 - 160 Hours Per Month - Time Spent 100%. 2. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/01/2021 - I provide administrative support to NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 4/2021. I expect to spend approximately 1 hour 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-24 |
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