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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Cortez, CO
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 | Jul 2, 2026 | n/a | yes | Cortez, CO|NEW ORLEANS, LA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 4, 2024 | Jul 2, 2026 | no | Cortez, CO | Previous registration |
| EDWARD JONES | National bd RIA | May 17, 2021 | Apr 15, 2024 | no | CORTEZ, CO|Cortez, CO|ST LOUIS, MO|CORTEZ, CO|CORTEZ, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | NEWEDGE ADVISORS | Jul 2, 2026 | Jul 2, 2026 | 0 | Firm change | Ibd to ibd |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Apr 15, 2024 | Apr 4, 2024 | -11 | Firm change | Ibd to ibd |