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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-14 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
33 E. Hattendorf Avenue, Roselle, IL 60172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Roselle | IL | 03/2006 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 12/2023 | Present |
1. 12/14/2010 - Midwest Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 11/08/2011: OTHER-REAL ESTATE PARTNERSHIP - ANDRESEN, MATTIA, OLESEN & YOUNG - OWN THE REAL ESTATE THAT HOUSES THE DBA - TIME SPENT 0% - ROSELLE, IL. 3. 03/01/2013: TAX PREP/ACCOUNTING/BOOKKEEPING - MIDWEST SMALL BUSINESS ACCOUNTING & TAX - TAX PREPARATION. - TIME SPENT 10%. 4. 04/04/2016: Midwest Insurance Partners - Investment Related - At Reported Business Location(s) - Property and Casualty Insurance - Started 04/01/2016 - 10 Hours Per Month 0 hours During Securities Trading - Managing Partner. There will be no marketing under LPL securities involved in this business venture. 5. 05/26/2016: Midwest Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/15/2016 - 0 Hours Per Month During Securities Trading - Managing Partner. 6. 08/22/2025 - NewEdge Advisors - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Started 11/15/2023 - 160 Hours Per Month 130hours During Securities Trading. I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 11/2023. 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. 7. 08/26/2025 - New Edge Advisor - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Started 08/22/2025 - 0 Hours Per Month/ During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-16 |
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