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 18, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Dec 18, 1992

First registration

Mar 27, 2002

Dual registered

yes, broker-dealer

Other names

ROLAND SIMS PRITCHETT

IAPD individual key

2284569

• Occurred

  Feb 3, 2024
  Advisor changed firm

  Roland Pritchett left J.P. Morgan Securities Llc for New Edge Wealth (registered 2024-02-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2160f63e-7d97-d07a-aecd-b739189f52fd

First observed

Mar 27, 2002

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.