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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-07-03
  • MI RA
    APPROVED
    Since 2024-07-03

Branch Locations

880 W. Long Lake Rd. Suite 550, Troy, MI 48098 • 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
Stonebridge Financial Partners Bingham Farms MI 04/2019 Present
Capital Group - American Funds Carmel IN 08/2017 04/2019
Michigan State University East Lansing MI 08/2013 05/2017
Cetera Advisor Networks Llc El Segundo CA 04/2019 07/2023
Cetera Advisor Networks Llc El Segundo CA 07/2023 06/2024
Lpl Financial Llc Troy MI 06/2024 Present
  • 04/2019 → Present
    Stonebridge Financial Partners
    Bingham Farms, MI
  • 08/2017 → 04/2019
    Capital Group - American Funds
    Carmel, IN
  • 08/2013 → 05/2017
    Michigan State University
    East Lansing, MI
  • 04/2019 → 07/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 07/2023 → 06/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2024 → Present
    Lpl Financial Llc
    Troy, MI
Previous Registrations
  • 2024-04-01 → 2024-06-07
    Omaha, NE
    Bingham Farms, MI
Other Businesses

1. 05/23/2024 - Stonebridge Financial Partners LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/5/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 2. 06/13/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/13/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to NewEdge Advisors, an independent investment advisor firm. I started this business activity in 6/2024. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-25
  • S66 Uniform Combined State Law Examination
    2024-03-25
Other Names
  • Donny Cizek
  • Don Cizek

View on SEC IAPD

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