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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Lafayette, 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 5, 2023 | n/a | yes | Lafayette, LA|NEW ORLEANS, LA | Current employment |
| AHRENS INVESTMENT PARTNERS, LLC | Former SEC adviser | Aug 18, 2015 | May 5, 2023 | no | LAFAYETTE, LA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 25, 2007 | Aug 25, 2015 | no | LAFAYETTE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AHRENS INVESTMENT PARTNERS, LLC | NEWEDGE ADVISORS | May 5, 2023 | May 5, 2023 | 0 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | AHRENS INVESTMENT PARTNERS, LLC | Aug 25, 2015 | Aug 18, 2015 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 222517:171351:LA:2023-05-05 | May 5, 2023 | May 5, 2023 | LAFAYETTE, LA | Firm change |
| 6413:222517:LA:2015-08-25 | Aug 25, 2015 | Aug 18, 2015 | LAFAYETTE, LA | Firm change |