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

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

Dec 30, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Dec 30, 2004

First registration

Jan 24, 2005

Dual registered

yes, broker-dealer

Other names

W. PATRICK MCGLOTHIN

IAPD individual key

4888118

• Occurred

  Jun 13, 2025
  Advisor changed firm

  William Patrick Mcglothin left Morgan Stanley for New Edge Wealth (registered 2025-07-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09e18651-9f34-7d3e-41f9-8db2d54e68f5

First observed

Jan 24, 2005

Last observed

Sep 15, 2026 6 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.