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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Westlake, OH
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 | Nov 5, 2021 | n/a | yes | NEW ORLEANS, LA|Westlake, OH | Current employment |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Dec 5, 2007 | Nov 1, 2021 | no | AVON, OH|AVON, OH|AVON, OH|PITTSBURGH, PA|WESTLAKE, OH | Previous registration |
| INVESMART ADVISORS INC | n/a | Feb 8, 2001 | Dec 14, 2005 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | NEWEDGE ADVISORS | Nov 1, 2021 | Nov 5, 2021 | 4 | Bulk transfer | Ibd to ibd |
| INVESMART ADVISORS INC | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Dec 14, 2005 | Dec 5, 2007 | 721 | Firm change after gap | Other |