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Advisor at NEWEDGE ADVISORS
Greenville, SC | NEW ORLEANS, LA | Spartanburg, SC
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 | Jun 17, 2024 | n/a | yes | Spartanburg, SC|Greenville, SC|NEW ORLEANS, LA | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 13, 2013 | Jun 24, 2024 | no | GREENVILLE, SC | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Oct 27, 2011 | Feb 13, 2013 | no | GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | NEWEDGE ADVISORS | Jun 24, 2024 | Jun 17, 2024 | -7 | Firm change | Ibd to ibd |
| MORGAN KEEGAN & COMPANY, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Feb 13, 2013 | Feb 13, 2013 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:171351:SC:2024-06-17 | Jun 24, 2024 | Jun 17, 2024 | GREENVILLE, SC | Firm change |