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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Scottsdale, AZ
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 | Sep 18, 2024 | n/a | yes | NEW ORLEANS, LA|Scottsdale, AZ | Current employment |
| INTELLIGENCE DRIVEN ADVISERS, LLC | Independent wealth | Feb 8, 2019 | Sep 18, 2024 | no | Scottsdale, AZ|CARLSBAD, CA | Previous registration |
| LDINTELLIGENCE LLC | Former SEC adviser | Sep 28, 2017 | Dec 31, 2024 | no | SCOTTSDALE, AZ | Previous registration |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Mar 27, 2012 | Jan 25, 2018 | no | CHICAGO, IL|PALM DESERT, CA|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LDINTELLIGENCE LLC | INTELLIGENCE DRIVEN ADVISERS, LLC | Dec 31, 2024 | Feb 8, 2019 | -2,153 | Firm change after gap | Other |
| INTELLIGENCE DRIVEN ADVISERS, LLC | NEWEDGE ADVISORS | Sep 18, 2024 | Sep 18, 2024 | 0 | Firm change | RIA to ibd |
| HIGHTOWER ADVISORS, LLC | LDINTELLIGENCE LLC | Jan 25, 2018 | Sep 28, 2017 | -119 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299589:171351:CA:2024-09-18 | Sep 18, 2024 | Sep 18, 2024 | CARLSBAD, CA | Firm change |