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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Valdosta, GA
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 |
|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | Bd affiliated wealth | Jul 9, 2018 | n/a | yes | NEW ORLEANS, LA|Valdosta, GA | Current employment |
| WIREGRASS ASSET MANAGEMENT | Independent wealth | Aug 25, 2016 | Jul 2, 2018 | no | THOMASVILLE, GA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jan 21, 2014 | Apr 28, 2016 | no | SCHAUMBURG, IL|VALDOSTA, GA|VALDOSTA, GA | Previous registration |
| CETERA INVESTMENT SERVICES LLC | Former SEC adviser | Mar 4, 2013 | Jan 29, 2014 | no | VALDOSTA, GA|VALDOSTA, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 6, 2009 | Mar 4, 2013 | no | VALDOSTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WIREGRASS ASSET MANAGEMENT | NEWEDGE ADVISORS | Jul 2, 2018 | Jul 9, 2018 | 7 | Firm change | Other |
| CETERA INVESTMENT ADVISERS LLC | WIREGRASS ASSET MANAGEMENT | Apr 28, 2016 | Aug 25, 2016 | 119 | Firm change | Other |
| CETERA INVESTMENT SERVICES LLC | CETERA INVESTMENT ADVISERS LLC | Jan 29, 2014 | Jan 21, 2014 | -8 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | CETERA INVESTMENT SERVICES LLC | Mar 4, 2013 | Mar 4, 2013 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284608:171351:GA:2018-07-02 | Jul 2, 2018 | Jul 9, 2018 | THOMASVILLE, GA | Firm change |