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Advisor at NEWEDGE ADVISORS
Mendeville, LA | 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 | Aug 8, 2022 | n/a | yes | NEW ORLEANS, LA|Mendeville, LA | Current employment |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | Independent wealth | Feb 7, 2012 | Aug 18, 2022 | no | DENHAM SPRINGS, LA|NEW ORLEANS, LA|COVINGTON, LA|NEW ORLEANS, LA | Previous registration |
| CETERA INVESTMENT SERVICES LLC | Former SEC adviser | Nov 24, 2008 | Feb 13, 2012 | no | NEW ORLEANS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | NEWEDGE ADVISORS | Aug 18, 2022 | Aug 8, 2022 | -10 | Firm change | Ibd to ibd |
| CETERA INVESTMENT SERVICES LLC | HANCOCK WHITNEY INVESTMENT SERVICES INC. | Feb 13, 2012 | Feb 7, 2012 | -6 | Firm change | Other |