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Advisor at NEWEDGE ADVISORS
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 20, 2026 | n/a | yes | NEW ORLEANS, LA | Current employment |
| COKER & PALMER | Independent wealth | Jul 10, 2020 | Oct 9, 2023 | no | New Orleans, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COKER & PALMER | NEWEDGE ADVISORS | Oct 9, 2023 | Aug 20, 2026 | 1,046 | Firm change after gap | RIA to ibd |