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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Lafayette, LA
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 | May 5, 2023 | n/a | yes | NEW ORLEANS, LA|Lafayette, LA | Current employment |
| AHRENS INVESTMENT PARTNERS, LLC | Former SEC adviser | Sep 8, 2015 | May 5, 2023 | no | LAFAYETTE, LA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Sep 15, 2015 | no | LAFAYETTE, LA | Previous registration |
| MUTUAL SERVICE CORPORATION | n/a | Apr 7, 2009 | Sep 8, 2009 | no | LAFAYETTE, LA|LAFAYETTE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AHRENS INVESTMENT PARTNERS, LLC | NEWEDGE ADVISORS | May 5, 2023 | May 5, 2023 | 0 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | AHRENS INVESTMENT PARTNERS, LLC | Sep 15, 2015 | Sep 8, 2015 | -7 | Firm change | Other |
| MUTUAL SERVICE CORPORATION | LPL FINANCIAL LLC | Sep 8, 2009 | Sep 8, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 222517:171351:LA:2023-05-05 | May 5, 2023 | May 5, 2023 | LAFAYETTE, LA | Firm change |