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Advisor at NEWEDGE ADVISORS
Sarasota, FL | NEW ORLEANS, LA
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 | Jun 12, 2023 | n/a | yes | NEW ORLEANS, LA|Sarasota, FL | Current employment |
| EDWARD JONES | National bd RIA | Aug 16, 2017 | Jun 3, 2023 | no | BATTLE GROUND, WA|Woodland, WA|ST LOUIS, MO|TEMPE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | NEWEDGE ADVISORS | Jun 3, 2023 | Jun 12, 2023 | 9 | Firm change | Ibd to ibd |