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

Dec 1, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Dec 1, 2001

First registration

Mar 1, 2005

Dual registered

no

Other names

BRIG WADE KLINE

IAPD individual key

4478155

• Occurred

  Feb 18, 2025
  Advisor changed firm

  Brigand Wade Kline left Mission Trails Financial for Newedge Advisors (registered 2025-01-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a76e2adf-9d80-17de-444e-e62f8f67ffe4

First observed

Mar 1, 2005

Last observed

Sep 15, 2026 4 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.