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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

DAVID EDWARD LACINSKI

Advisor at NEWEDGE ADVISORS

SARVER, PA | NEW ORLEANS, LA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2002 to Sep 15, 2026

Across DFX

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.

Facts

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

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: May 27, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 27, 1998
First registration: Feb 12, 2002
Dual registered: yes, broker-dealer
Other names: DAVE LACINSKI
IAPD individual key: 3039026

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
NEWEDGE ADVISORS	Bd affiliated wealth	Nov 1, 2021	n/a	yes	NEW ORLEANS, LA\|SARVER, PA	Current employment
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Former SEC adviser	Jul 1, 2009	Nov 1, 2021	no	FREEPORT, PA\|SARVER, PA\|PITTSBURGH, PA	Previous registration
SYNERGY INVESTMENT GROUP, LLC	Former SEC adviser	Dec 11, 2008	Jun 30, 2009	no	FRANKLIN, PA\|FRANKLIN, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 12, 2002	Sep 5, 2003	no	NEW KENSINGTON, PA	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
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	NEWEDGE ADVISORS	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd
SYNERGY INVESTMENT GROUP, LLC	MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Jun 30, 2009	Jul 1, 2009	1	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SYNERGY INVESTMENT GROUP, LLC	Sep 5, 2003	Dec 11, 2008	1,924	Firm change after gap	Other

Relationships

Registered with (4)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Nov 1, 2021 to presentfactForm ADV
→ MID ATLANTIC FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 1, 2009 to Nov 1, 2021factForm ADV
→ SYNERGY INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Dec 11, 2008 to Jun 30, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 12, 2002 to Sep 5, 2003factForm ADV

Dated events

No dated event names this entity yet.