DFX Intelligence

Data Factory

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

JOSHUA PATRICK MAHER

Advisor at NEWEDGE ADVISORS

NEW ORLEANS, LA | MCMURRAY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6449bdf5-0a0e-948b-918f-d85f77d3f1ae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2005 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 1, 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: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 3, 2005
First registration: Dec 5, 2005
Dual registered: yes, broker-dealer
Other names: JOSH MAHER
IAPD individual key: 4932403

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\|MCMURRAY, PA	Current employment
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Former SEC adviser	Nov 4, 2009	Nov 1, 2021	no	HOUSTON, PA\|PITTSBURGH, PA\|BRIDGEVILLE, PA\|PITTSBURGH, PA\|CANONSBURG, PA\|BETHEL PARK, PA\|MCMURRAY, PA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 5, 2005	Nov 5, 2009	no	SEWICKLEY, 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
AMERIPRISE FINANCIAL SERVICES, LLC	MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Nov 5, 2009	Nov 4, 2009	-1	Firm change	Other

Relationships

Registered with (3)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Nov 1, 2021 to presentfactForm ADV
→ MID ATLANTIC FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 4, 2009 to Nov 1, 2021factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 5, 2005 to Nov 5, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6449bdf5-0a0e-948b-918f-d85f77d3f1ae
First observed: Dec 5, 2005
Last observed: Sep 15, 2026 6 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.

JOSHUA PATRICK MAHER

Advisor at NEWEDGE ADVISORS

NEW ORLEANS, LA | MCMURRAY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6449bdf5-0a0e-948b-918f-d85f77d3f1ae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:53 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

NEWEDGE ADVISORS

Bd affiliated wealth

Nov 1, 2021

n/a

yes

NEW ORLEANS, LA|MCMURRAY, PA

Current employment

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Former SEC adviser

Nov 4, 2009

Nov 1, 2021

Previous registration

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Dec 5, 2005

Nov 5, 2009

SEWICKLEY, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

NEWEDGE ADVISORS

Nov 1, 2021

Bulk transfer

Ibd to ibd

AMERIPRISE FINANCIAL SERVICES, LLC

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Nov 5, 2009

Nov 4, 2009

-1

Firm change

Other