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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Staunton, VA
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 | Mar 15, 2024 | n/a | yes | Staunton, VA|NEW ORLEANS, LA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Feb 14, 2020 | Mar 14, 2024 | no | Staunton, VA|Staunton, VA | Previous registration |
| EDWARD JONES | National bd RIA | Jan 11, 2007 | Feb 17, 2020 | no | STAUNTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | NEWEDGE ADVISORS | Mar 14, 2024 | Mar 15, 2024 | 1 | Firm change | Ibd to ibd |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 17, 2020 | Feb 14, 2020 | -3 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:171351:VA:2024-03-14 | Mar 14, 2024 | Mar 15, 2024 | STAUNTON, VA | Firm change |
| 250:149018:VA:2020-02-17 | Feb 17, 2020 | Feb 14, 2020 | STAUNTON, VA | Firm change |