Jo A Pate

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Valdosta, GA
• 11/2016 → 07/2019
  Wells Fargo Clearing Services, Llc
  Valdosta, GA
• 07/2019 → Present
  Lpl Financial, Llc
  Valdosta, GA
• 07/2019 → Present
  Newedge Advisors, Llc (Dba: Gwm Advisors, Llc)
  Valdosta, GA

Previous Registrations

• 2010-11-04 → 2019-07-11
  Wells Fargo Clearing Services, Llc
  Valdosta, GA

Other Businesses

1) 07/2019 - DBA for LPL Business (entity for LPL Business) - Southern Point Investment Partners - 50% - INVESTMENT RELATED - VALDOSTA, GA 31602 2) 07/08/2019 - Started: 11/2015 - OTHER - BUSINESS OWNER - FIRST FRUITS THOMASVILLE, LLC-SMOOTHIE KING - 1% - INVESTMENT RELATED - THOMASVILLE, GA 31792 3) 07/08/2019 - Started: 11/2015 - OTHER - BUSINESS OWNER - FIRST FRUITS TIFTON-SMOOTHIE KING - 1% - INVESTMENT RELATED - TIFTON, GA 31793 4) 07/08/2019 - Started: 11/2015 - OTHER - BUSINESS OWNER - FIRST FRUITS VALDOSTA SOUTH, LLC-SMOOTHIE KING - 1% - INVESTMENT RELATED - VALDOSTA, GA 31792 5) 07/08/2019 - Started: 12/06/2016 - BUSINESS ENTITY - FIRST FRUITS MANAGEMENT GROUP, LLC - 1% - INVESTMENT RELATED - HAHIRA, GA 31632 6) 7/8/2019 - 'First Fruits Valdosta, LLC - Smoothie King' - Not Investment Related - 3219 N Oak St Ext. Valdosta, GA 31605 - Other-Business Owner - Started 11/30/2015 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1%. 7) 07/09/2019 - GWM Advisors - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:07/08/2019 - 160 hrs/mo - 8 hrs during. 8) 11/5/2021 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/01/2021 - 50 Hours Per Month During Securities Trading. 9) 02/09/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/01/2021 - I provide investment advisory services through NewEdge Advisors LLC, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 50 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. 10) 09/12/2024 - EGR, LLC - Other - Content Creator/Author - Investment Related - Home Based - Start Date 05/22/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-04-04

Other Names

• Jo A Ward
• Jo Ann Kirk
• Jo Ann Ward
• Jo A Ward