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.

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 16, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 16, 1996

First registration

Jan 16, 2004

Dual registered

yes, broker-dealer

Other names

TATE LAMASTUS|B TATE LAMASTUS

IAPD individual key

2773081

• Occurred

  Feb 3, 2026
  Advisor changed firm

  Basil Tate Lamastus left Ameriprise Financial Services, Llc for Newedge Advisors (registered 2026-01-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:08acea1d-1237-09ed-b407-6153a0d0af90

First observed

Jan 16, 2004

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.