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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-20 |
Branch Locations
9238 Madison Blvd Ste 845, Madison, AL 35758 • United States
9238 Madison Blvd Ste 845, Madison, AL 35758 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2017 | 08/2022 |
| United States Government | Redstone Arsenal | AL | 04/2010 | 06/2017 |
| Florida Institute Of Technology | Huntsville | AL | 06/2013 | 04/2017 |
| Lpl Financial Llc | Madison | AL | 08/2022 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 09/2022 | Present |
1. 08/31/2022 - CORNERSTONE WEALTH ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ MADISON, AL 2. Cornerstone Wealth Advisors/DBA for NewEdge Advisors, LLC/Investment Related/160 hours fdevoted to this activity per month/Madison Alabama/09/01/2022 3. 09/30/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 09/2022 - 48 Hours Per Month - Time Spent 30% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2022. I expect to spend approximately 48 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-12 |
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