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Advisor at NEW EDGE WEALTH
STAMFORD, CT | PITTSBURGH, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| NEW EDGE WEALTH | Bd affiliated wealth | Oct 28, 2020 | n/a | yes | STAMFORD, CT|PITTSBURGH, PA | Current employment |
| NEWEDGE ADVISORS | Bd affiliated wealth | Nov 1, 2021 | May 11, 2023 | no | Pittsburg, PA|NEW ORLEANS, LA | Previous registration |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Aug 24, 1994 | Nov 1, 2021 | no | PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | n/a | May 11, 2023 | n/a | n/a | Departure no registered destination | Departure |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | NEW EDGE WEALTH | Nov 1, 2021 | Oct 28, 2020 | -369 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109771:307771:PA:2021-11-01 | Nov 1, 2021 | Oct 28, 2020 | PITTSBURGH, PA | Firm change after gap |