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.

Current firm

NEWEDGE ADVISORS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Mar 4, 2023

First registration

Mar 6, 2023

Dual registered

yes, broker-dealer

Other names

Mitch Sovis

IAPD individual key

6499605

• Occurred

  Jun 6, 2024
  Advisor changed firm

  Mitchell James Sovis left Cwm, Llc for Newedge Advisors (registered 2024-07-03)

  Form ADVobserved 6 days ago
• Occurred

  Apr 4, 2023
  Advisor changed firm

  Mitchell James Sovis left Riverpoint Wealth Management for Cwm, Llc (registered 2023-04-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e43303d2-b0ea-c7c6-02bc-2c91b9757189

First observed

Mar 6, 2023

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.