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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

ROBERT JOSEPH PALMER

Advisor at NEWEDGE ADVISORS

NEW ORLEANS, LA | Pittsburgh, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:013bb55c-6691-061c-0e07-f33e3d4eabb5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 27, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 24, 2020
First registration: Jan 27, 2020
Dual registered: yes, broker-dealer
Other names: Robert Joseph Palmer|ROBERT JOSEPH PALMER
IAPD individual key: 6998337

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWEDGE ADVISORS	Bd affiliated wealth	Feb 13, 2023	n/a	yes	Pittsburgh, PA\|NEW ORLEANS, LA	Current employment
HERITAGE WEALTH ADVISORS	Independent wealth	Apr 4, 2022	Jan 13, 2023	no	RICHMOND, VA\|SEWICKLEY, PA	Previous registration
HEFREN-TILLOTSON, INC.	Former SEC adviser	Jul 30, 2021	Mar 16, 2022	no	PITTSBURGH, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 7, 2020	Oct 5, 2021	no	SAN DIEGO, CA\|MONROEVILLE, PA\|Pittsburgh, PA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jan 27, 2020	Dec 14, 2020	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HERITAGE WEALTH ADVISORS	NEWEDGE ADVISORS	Jan 13, 2023	Feb 13, 2023	31	Firm change	RIA to ibd
HEFREN-TILLOTSON, INC.	HERITAGE WEALTH ADVISORS	Mar 16, 2022	Apr 4, 2022	19	Firm change	RIA to RIA
LPL FINANCIAL LLC	HEFREN-TILLOTSON, INC.	Oct 5, 2021	Jul 30, 2021	-67	Firm change after gap	Ibd to RIA
SAGEPOINT FINANCIAL, INC.	LPL FINANCIAL LLC	Dec 14, 2020	Dec 7, 2020	-7	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133763:6413:PA:2020-12-14	Dec 14, 2020	Dec 7, 2020	PITTSBURGH, PA	Firm change

Relationships

Registered with (5)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Feb 13, 2023 to presentfactForm ADV
→ HERITAGE WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 4, 2022 to Jan 13, 2023factForm ADV
→ HEFREN-TILLOTSON, INC.Registered adviserregistration: previous registration
Jul 30, 2021 to Mar 16, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 7, 2020 to Oct 5, 2021factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 27, 2020 to Dec 14, 2020factForm ADV

Dated events

Occurred
Jan 13, 2023
Advisor changed firm
Robert Joseph Palmer left Heritage Wealth Advisors for Newedge Advisors (registered 2023-02-13)
Form ADVobserved 5 days ago
Occurred
Mar 16, 2022
Advisor changed firm
Robert Joseph Palmer left Hefren-Tillotson, Inc. for Heritage Wealth Advisors (registered 2022-04-04)
Form ADVobserved 5 days ago