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Advisor at LEGACY EDGE ADVISORS
SYOSSET, NY
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 |
|---|---|---|---|---|---|---|
| LEGACY EDGE ADVISORS | Independent wealth | Nov 1, 2023 | n/a | yes | SYOSSET, NY | Current employment |
| NEWEDGE ADVISORS | Bd affiliated wealth | Apr 6, 2021 | Nov 1, 2023 | no | Melville, NY|NEW ORLEANS, LA | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 1, 2007 | Mar 8, 2021 | no | MELVILLE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | LEGACY EDGE ADVISORS | Nov 1, 2023 | Nov 1, 2023 | 0 | Firm change | Ibd to new firm |
| ADVICE AND PLANNING SERVICES | NEWEDGE ADVISORS | Mar 8, 2021 | Apr 6, 2021 | 29 | Firm change | Ibd to ibd |