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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-10-07 |
| TX | RA | APPROVED_RES | 2024-10-02 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
919 South 7Th Street Suite 507, Bismarck, ND 58504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bremer Insurance | Bismarck | ND | 03/2016 | 10/2016 |
| (Dba) Arman Group Llc | Bismarck | ND | 02/2017 | 10/2024 |
| Proequities Inc | Bismarck | ND | 03/2017 | 12/2020 |
| Unemployed | Bismarck | ND | 11/2016 | 01/2017 |
| Proequities Inc | Bismarck | ND | 06/2018 | 12/2020 |
| Concourse Financial Group Securities Inc | Bismarck | ND | 08/2021 | 10/2024 |
| Basin Electric Power Cooperative | Bismarck | ND | 01/2021 | 08/2021 |
| Lpl Financial Llc | Bismarck | ND | 10/2024 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 10/2024 | Present |
1. 10/01/2024 - Notary Public - State of ND - Notary - Not Investment Related - Bismarck, ND - Start Date 05/01/2018 2. 10/01/2024 - Synchronize - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/2018 3. 10/01/2024 - NexGen Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/24/2024 - 160 Hours Per Month/ 8 Hours During Trading 4. 11/14/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 11/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-19 |
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