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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-05-03 |
Branch Locations
111 N. Causeway Blvd. Suite 207, Mandeville, LA 70448 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chalmette | LA | 08/2002 | Present |
| Newedge Advisors, Llc> | New Orleans | LA | 05/2024 | Present |
(1) 05/01/2024 - Goss Wealth Management - dba for NewEdge Advisors, LLC - Investment related - Investment Advisor Representative - at reported business location. (2) 05/09/2024 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 5/1/2024 - 40 Hrs/Mo During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 40 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) 05/09/2024 - New Edge DBA Goss Wealth Mangement - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 5/1/2024 - 40 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-06 |
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