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Advisor at NEWEDGE ADVISORS
Shreveport, 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 7, 2026 | n/a | yes | Shreveport, LA|NEW ORLEANS, LA | Current employment |
| EDWARD JONES | National bd RIA | Feb 18, 2026 | Aug 7, 2026 | no | SHREVEPORT, LA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 26, 2017 | Feb 7, 2026 | no | SHREVEPORT, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | NEWEDGE ADVISORS | Aug 7, 2026 | Aug 7, 2026 | 0 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Feb 7, 2026 | Feb 18, 2026 | 11 | Firm change | Wirehouse to ibd |