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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Sparta, NJ
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 | Jan 2, 2026 | n/a | yes | Sparta, NJ|NEW ORLEANS, LA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 13, 2020 | Feb 5, 2026 | no | SPARTA, NJ|SPRING LAKE, NJ|SPARTA, NJ | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Nov 27, 2019 | Jan 10, 2020 | no | SPARTA, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | NEWEDGE ADVISORS | Feb 5, 2026 | Jan 2, 2026 | -34 | Firm change after gap | Ibd to ibd |
| SAGEPOINT FINANCIAL, INC. | LPL FINANCIAL LLC | Jan 10, 2020 | Jan 13, 2020 | 3 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:171351:NJ:2026-02-05 | Feb 5, 2026 | Jan 2, 2026 | SPARTA, NJ | Firm change after gap |
| 133763:6413:NJ:2020-01-10 | Jan 10, 2020 | Jan 13, 2020 | SPARTA, NJ | Firm change |