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Advisor at NEWEDGE ADVISORS
Roswell, GA | 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 | Oct 11, 2024 | n/a | yes | NEW ORLEANS, LA|Roswell, GA | Current employment |
| VERACITY CAPITAL LLC | Independent wealth | Jun 15, 2021 | Oct 1, 2024 | no | ATLANTA, GA | Previous registration |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | May 7, 2020 | May 3, 2021 | no | Atlanta, GA|PLYMOUTH, MN | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | Apr 4, 2017 | Apr 30, 2020 | no | ATLANTA, GA | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 27, 2016 | Feb 27, 2017 | no | ALPHARETTA, GA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Feb 25, 2016 | Sep 22, 2016 | no | ALPHARETTA, GA|Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERACITY CAPITAL LLC | NEWEDGE ADVISORS | Oct 1, 2024 | Oct 11, 2024 | 10 | Firm change | RIA to ibd |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | VERACITY CAPITAL LLC | May 3, 2021 | Jun 15, 2021 | 43 | Firm change | Ibd to RIA |
| JOYN ADVISORS, INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Apr 30, 2020 | May 7, 2020 | 7 | Firm change | RIA to ibd |
| KESTRA ADVISORY SERVICES, LLC | JOYN ADVISORS, INC. | Feb 27, 2017 | Apr 4, 2017 | 36 | Firm change | Other |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 27, 2016 | -148 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106725:116407:GA:2020-04-30 | Apr 30, 2020 | May 7, 2020 | ATLANTA, GA | Firm change |