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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-25 |
Branch Locations
3258 Clear Vista Court Ne Suite 2, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services, Inc. | Grand Rapids | MI | 05/2024 | 10/2024 |
| Western & Southern Life | Grand Rapids | MI | 11/2023 | 10/2024 |
| Unemployed | Portage | MI | 09/2023 | 10/2023 |
| Rmb Capital | Saint Joseph | MI | 06/2023 | 08/2023 |
| Unemployed | Portage | MI | 10/2022 | 05/2023 |
| Ss Bendure & Hartwig | Remote | MI | 06/2022 | 09/2022 |
| Unemployed | Portage | MI | 02/2021 | 05/2022 |
| Davenport University | Caledonia | MI | 09/2020 | 04/2024 |
| Blain's Farm And Fleet | Portage | MI | 08/2019 | 01/2021 |
| Unemployed | Portage | MI | 05/2018 | 07/2019 |
| Red Lobster | Portage | MI | 02/2018 | 04/2018 |
| Portage Northern High School | Portage | MI | 09/2016 | 05/2020 |
| Unemployed | Portage | MI | 05/2014 | 01/2018 |
| Newedge Advisors, Llc | New Orleans | LA | 02/2026 | Present |
| Lpl Financial | Grand Rapids | MI | 11/2024 | Present |
1. 11/11/2024- Stonebridge Financial Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 11/20/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/12/2024 - 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 11/2024. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-09 |
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