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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Georgetown, TX
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 16, 2024 | n/a | yes | Georgetown, TX|NEW ORLEANS, LA | Current employment |
| SANCTUARY ADVISORS, LLC | Bd affiliated wealth | May 27, 2020 | Oct 19, 2021 | no | MIAMI, FL|San Antonio, TX | Previous registration |
| TLWM FINANCIAL | Independent wealth | Jul 19, 2017 | Oct 15, 2019 | no | San Antonio, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 17, 2017 | Oct 28, 2019 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | NEWEDGE ADVISORS | Oct 19, 2021 | Sep 16, 2024 | 1,063 | Firm change after gap | RIA to ibd |
| LPL FINANCIAL LLC | TLWM FINANCIAL | Oct 28, 2019 | Jul 19, 2017 | -831 | Firm change after gap | Other |
| TLWM FINANCIAL | SANCTUARY ADVISORS, LLC | Oct 15, 2019 | May 27, 2020 | 225 | Firm change | RIA to ibd |