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Advisor at NEWEDGE ADVISORS
Plano, TX | 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 | May 6, 2022 | n/a | yes | NEW ORLEANS, LA|Plano, TX | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jan 20, 2022 | May 16, 2022 | no | DENVER, CO|Rockwall, TX | Previous registration |
| LAKE POINT WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 7, 2019 | May 16, 2022 | no | HEATH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | NEWEDGE ADVISORS | May 16, 2022 | May 6, 2022 | -10 | Firm change | RIA to ibd |
| LAKE POINT WEALTH MANAGEMENT, LLC | MERCER GLOBAL ADVISORS INC. | May 16, 2022 | Jan 20, 2022 | -116 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170398:147363:TX:2022-05-16 | May 16, 2022 | Jan 20, 2022 | HEATH, TX | Firm change after gap |