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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Atlanta, GA
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 | Sep 5, 2023 | n/a | yes | Atlanta, GA|NEW ORLEANS, LA | Current employment |
| GRATUS CAPITAL, LLC | Former SEC adviser | Oct 10, 2018 | Sep 28, 2023 | no | Atlanta, GA|ATLANTA, GA | Previous registration |
| JPH ADVISORY GROUP, INC. | Former SEC adviser | Mar 28, 2012 | Dec 31, 2018 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRATUS CAPITAL, LLC | NEWEDGE ADVISORS | Sep 28, 2023 | Sep 5, 2023 | -23 | Firm change | RIA to ibd |
| JPH ADVISORY GROUP, INC. | GRATUS CAPITAL, LLC | Dec 31, 2018 | Oct 10, 2018 | -82 | Firm change after gap | RIA to RIA |