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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-25 |
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