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

NEW EDGE WEALTH

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

Mar 11, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 14, 2013

First registration

Mar 11, 2003

Dual registered

no

Other names

JAMES THOMAS PATRICK|J.T. PATRICK|JIMMY PATRICK|JIM PATRICK|JAMES THOMAS PATRICK

IAPD individual key

3260524

• Occurred

  Mar 13, 2025
  Advisor changed firm

  James Thomas Patrick left Edge Capital Group, Llc for New Edge Wealth (registered 2025-01-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a9b8447f-49aa-3696-6f45-c47a46dd12a3

First observed

Mar 11, 2003

Last observed

Sep 14, 2026 7 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.