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

N.E.W. ADVISORY SERVICES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 15, 2017

First registration

Nov 16, 2017

Dual registered

yes, broker-dealer

Other names

BROOKE L LORITZ|BROOKE Lucille LORITZ

IAPD individual key

6343331

• Occurred

  Jul 1, 2023
  Advisor changed firm

  Brooke Lucille Bradshaw left Robert W. Baird & Co. Incorporated for N.E.W. Advisory Services, Llc (registered 2023-07-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5c42055c-6eb8-41e3-4a14-54060d9e2a0e

First observed

Nov 16, 2017

Last observed

Sep 14, 2026 7 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.