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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Charleston, 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 | Apr 22, 2026 | n/a | yes | Charleston, SC|NEW ORLEANS, LA | Current employment |
| APOLLON WEALTH MANAGEMENT, LLC | Independent wealth | Mar 9, 2022 | Jun 16, 2026 | no | MOUNT PLEASANT, SC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 19, 2014 | Oct 13, 2021 | no | CHARLESTON, SC | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | May 7, 2013 | Jul 3, 2014 | no | Howey In The Hills, FL|Mauldin, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| APOLLON WEALTH MANAGEMENT, LLC | NEWEDGE ADVISORS | Jun 16, 2026 | Apr 22, 2026 | -55 | Firm change after gap | RIA to ibd |
| LPL FINANCIAL LLC | APOLLON WEALTH MANAGEMENT, LLC | Oct 13, 2021 | Mar 9, 2022 | 147 | Firm change | Ibd to RIA |
| THRIVENT INVESTMENT MANAGEMENT INC. | LPL FINANCIAL LLC | Jul 3, 2014 | Sep 19, 2014 | 78 | Firm change | Other |