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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-16 |
| NC | RA | APPROVED | 2023-03-08 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
407 1St Street E., Conover, NC 28613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 03/2023 |
| Blue Ridge Realty & Investments | Boone | NC | 04/2016 | 03/2017 |
| Greenstone Ventures Llc | Raleigh | NC | 03/2017 | 05/2017 |
| Lpl Financial Llc | Conover | NC | 03/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2023 | Present |
1) 12/2022 - Stoic Private Wealth - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 3/17/2023 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 03/08/2023 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 3/2023. 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. 3) 09/28/2023 - M. Cook Holdings, LLC - Owner - Real Estate Rental - Investment Related - Newton, NC - Start Date 01/01/2021 - 0 Hours Per Month/ During Trading 4) 03/19/2026-Matthew Cook-Author-Not inv related-At Conover, NC-Start date 03/31/2026-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
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