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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-02
ND RA APPROVED 2022-08-02
  • TX RA
    APPROVED
    Since 2024-01-02
  • ND RA
    APPROVED
    Since 2022-08-02

Branch Locations

101 11Th St E Ste. 1, Bottineau, ND 58318 • United States

858 Camp Street, New Orleans, LA 70130 • 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
Corewealth Financial Advisors Bottineau ND 03/2022 07/2022
Mckenzie County School District Watford City ND 01/2022 03/2022
Silver Fox Pipeline & Facility Services, Inc. Watford City ND 06/2021 12/2021
First International Bank & Trust Watford City ND 05/2018 06/2021
Mckenzie County School District Watford City ND 08/2017 05/2018
Valley City State University Valley City ND 01/2015 08/2017
Lpl Financial Llc Bottineau ND 05/2022 Present
Newedge Advisors, Llc. New Orleans LA 07/2022 Present
  • 03/2022 → 07/2022
    Corewealth Financial Advisors
    Bottineau, ND
  • 01/2022 → 03/2022
    Mckenzie County School District
    Watford City, ND
  • 06/2021 → 12/2021
    Silver Fox Pipeline & Facility Services, Inc.
    Watford City, ND
  • 05/2018 → 06/2021
    First International Bank & Trust
    Watford City, ND
  • 08/2017 → 05/2018
    Mckenzie County School District
    Watford City, ND
  • 01/2015 → 08/2017
    Valley City State University
    Valley City, ND
  • 05/2022 → Present
    Lpl Financial Llc
    Bottineau, ND
  • 07/2022 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Other Businesses

1) 07/16/2022 - NewEdge Advisors, LLC - DBA: (Hybrid) Corewealth Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 03/01/2018 - 100 Hours Per Month/90 Hours During Securities Trading. 2) 07/27/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - 160 Hours Per Month/110 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, LLC an independent investment advisor firm. I started this business activity in 7/2022. 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, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 3) 09/01/2022 - NewEdge Advisors, LLC - DBA: CoreWealth Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR -Start Date - 07/18/2022 - 40 Hours Per Month/40 Hours During Securities Trading 4) 09/22/2022 - CoreWealth Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/15/2022 - 40 Hours Per Month/40 Hours During Securities Trading 5) 10/13/2022 - SBG Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Non-Variable Insurance - Insurance Agent - Start Date - 09/15/2022 - 25 Hours Per Month/40 Hours During Securities Trading 6) 08/30/2023 - Celly Time LLC - For-Profit Board Member - Not Investment Related - 510 Main St Bottineau, ND 58318 - Start Date 07/01/2023 - 1 Hour Per Month/ 0 Hours During Trading. 7) 10/01/2024 - Dakota College at Bottineau - Foundation Member - 105 Simrall Blvd. Bottineau, ND 58318 - Non-Profit foundations for a college - Zero hours during trading hours are devoted to this activity during trading hours -Not Investment Related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-14
  • S66 Uniform Combined State Law Examination
    2022-07-14

View on SEC IAPD

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