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Advisor at NEW EDGE WEALTH
McMurray, PA | STAMFORD, CT
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 |
|---|---|---|---|---|---|---|
| NEW EDGE WEALTH | Bd affiliated wealth | Aug 1, 2022 | n/a | yes | McMurray, PA|STAMFORD, CT | Current employment |
| NEWEDGE ADVISORS | Bd affiliated wealth | Nov 1, 2021 | Aug 2, 2022 | no | NEW ORLEANS, LA|McMurray, PA | Previous registration |
| GATEWAY FINANCIAL WEALTH MANAGEMENT LP | n/a | Jun 15, 1999 | Dec 31, 2004 | no | MCMURRAY, PA | Previous registration |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Feb 19, 1991 | Nov 1, 2021 | no | MCMURRAY, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | NEW EDGE WEALTH | Aug 2, 2022 | Aug 1, 2022 | -1 | Firm change | Ibd to RIA |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | GATEWAY FINANCIAL WEALTH MANAGEMENT LP | Nov 1, 2021 | Jun 15, 1999 | -8,175 | Firm change after gap | Other |
| GATEWAY FINANCIAL WEALTH MANAGEMENT LP | NEWEDGE ADVISORS | Dec 31, 2004 | Nov 1, 2021 | 6,149 | Firm change after gap | Other |