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RIA / WealthAdvisor32 years in industry

PAUL ROBERTS POINSETT IZLAR

Advisor at NEW EDGE WEALTH

STAMFORD, CT | Atlanta, GA

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Search this name across graphsid dfx:ria:06415d9d-74ce-1ff2-c6d0-c4ff4bdf7770

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Feb 3, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Paul Roberts Poinsett Izlar

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: NEW EDGE WEALTH
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: Nov 1, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 1, 1993
First registration: Feb 3, 2003
Dual registered: no
IAPD individual key: 2380481

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
NEW EDGE WEALTH	Bd affiliated wealth	Apr 24, 2025	n/a	yes	Atlanta, GA\|STAMFORD, CT	Current employment
KEELAN CAPITAL	Former SEC adviser	Nov 20, 2023	Apr 17, 2025	no	ALPHARETTA, GA	Previous registration
EDGE CAPITAL GROUP, LLC	Former SEC adviser	Jun 19, 2019	Jul 17, 2019	no	ATLANTA, GA	Previous registration
EDGE ADVISORS, LLC	Former SEC adviser	Mar 29, 2007	Aug 16, 2018	no	ATLANTA, GA	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Feb 3, 2003	Mar 23, 2007	no	LEXINGTON, KY\|ATLANTA, GA\|WEST PALM BEACH, FL	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
KEELAN CAPITAL	NEW EDGE WEALTH	Apr 17, 2025	Apr 24, 2025	7	Firm change	Other
EDGE CAPITAL GROUP, LLC	KEELAN CAPITAL	Jul 17, 2019	Nov 20, 2023	1,587	Firm change after gap	Other
EDGE ADVISORS, LLC	EDGE CAPITAL GROUP, LLC	Aug 16, 2018	Jun 19, 2019	307	Firm change	RIA to RIA
CREDIT SUISSE SECURITIES (USA) LLC	EDGE ADVISORS, LLC	Mar 23, 2007	Mar 29, 2007	6	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
142261:297596:GA:2018-08-16	Aug 16, 2018	Jun 19, 2019	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ NEW EDGE WEALTHRegistered adviserregistration: current employment
Apr 24, 2025 to presentfactForm ADV
→ KEELAN CAPITALRegistered adviserregistration: previous registration
Nov 20, 2023 to Apr 17, 2025factForm ADV
→ EDGE CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Jun 19, 2019 to Jul 17, 2019factForm ADV
→ EDGE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 29, 2007 to Aug 16, 2018factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Feb 3, 2003 to Mar 23, 2007factForm ADV

Dated events

Occurred
Apr 17, 2025
Advisor changed firm
Paul Roberts Poinsett Izlar left Keelan Capital for New Edge Wealth (registered 2025-04-24)
Form ADVobserved 4 days ago