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

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

Sep 4, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

4

Designations

Chartered Financial Analyst

Exams

S66|S63

First exam

Sep 4, 1997

First registration

Feb 1, 2005

Dual registered

no

IAPD individual key

2874964

• Occurred

  Oct 8, 2024
  Advisor changed firm

  Joshua Aaron Olds left New Potomac Partners Llc for Newedge Advisors (registered 2024-10-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:783b82c2-5e5a-110c-af44-bc4fa7182afb

First observed

Feb 1, 2005

Last observed

Sep 15, 2026 5 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.