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RIA / WealthAdvisor23 years in industry

LINDSAY NICHOLE WOLF

Advisor at TSG ADVICE PARTNERS, LLC

COLUMBUS, OH | WARREN, OH

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Search this name across graphsid dfx:ria:8f3225c3-46f8-a7d2-e379-1d53b004853b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2003 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TSG ADVICE PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Dec 11, 2018
First registration: Jul 14, 2003
Dual registered: no
Other names: LINDSAY N WOLF
IAPD individual key: 4665074

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TSG ADVICE PARTNERS, LLC	Independent wealth	Sep 14, 2024	n/a	yes	WARREN, OH\|COLUMBUS, OH	Current employment
NEWEDGE ADVISORS	Bd affiliated wealth	Nov 1, 2021	Aug 29, 2024	no	NEW ORLEANS, LA\|NEW CASTLE, PA	Previous registration
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Former SEC adviser	Oct 26, 2016	Nov 1, 2021	no	YOUNGSTOWN, OH\|PITTSBURGH, PA\|NEW CASTLE, PA	Previous registration
SMART ADVISORY GROUP, LLC	Former SEC adviser	Aug 24, 2016	Oct 21, 2016	no	YOUNGSTOWN, OH	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 14, 2003	Jul 1, 2016	no	CORTLAND, OH\|CORTLAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWEDGE ADVISORS	TSG ADVICE PARTNERS, LLC	Aug 29, 2024	Sep 14, 2024	16	Firm change	Ibd to RIA
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	NEWEDGE ADVISORS	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd
SMART ADVISORY GROUP, LLC	MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Oct 21, 2016	Oct 26, 2016	5	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	SMART ADVISORY GROUP, LLC	Jul 1, 2016	Aug 24, 2016	54	Firm change	Ibd to new firm

Relationships

Registered with (5)

→ TSG ADVICE PARTNERS, LLCRegistered adviserregistration: current employment
Sep 14, 2024 to presentfactForm ADV
→ NEWEDGE ADVISORSRegistered adviserregistration: previous registration
Nov 1, 2021 to Aug 29, 2024factForm ADV
→ MID ATLANTIC FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 26, 2016 to Nov 1, 2021factForm ADV
→ SMART ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Aug 24, 2016 to Oct 21, 2016factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 14, 2003 to Jul 1, 2016factForm ADV

Dated events

Occurred
Aug 29, 2024
Advisor changed firm
Lindsay Nichole Wolf left Newedge Advisors for Tsg Advice Partners, Llc (registered 2024-09-14)
Form ADVobserved 5 days ago