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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Bismarck, ND
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 | Oct 2, 2024 | n/a | yes | NEW ORLEANS, LA|Bismarck, ND | Current employment |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Jan 13, 2022 | Oct 16, 2024 | no | Bismarck, ND | Previous registration |
| NEWEDGE ADVISORS | Bd affiliated wealth | Jan 2, 2019 | Jan 4, 2022 | no | Bismarck, ND|NEW ORLEANS, LA | Previous registration |
| CONCORDE ASSET MANAGEMENT, LLC | Bd affiliated wealth | Jul 9, 2016 | Sep 25, 2018 | no | Williston, ND|ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP ADVISORS | NEWEDGE ADVISORS | Oct 16, 2024 | Oct 2, 2024 | -14 | Firm change | Ibd to ibd |
| NEWEDGE ADVISORS | CONCOURSE FINANCIAL GROUP ADVISORS | Jan 4, 2022 | Jan 13, 2022 | 9 | Firm change | Ibd to ibd |
| CONCORDE ASSET MANAGEMENT, LLC | NEWEDGE ADVISORS | Sep 25, 2018 | Jan 2, 2019 | 99 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 15708:171351:ND:2024-10-16 | Oct 16, 2024 | Oct 2, 2024 | BISMARCK, ND | Firm change |