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Advisor at NEWEDGE ADVISORS
Charlotte, NC | NEW ORLEANS, 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 | Nov 1, 2023 | n/a | yes | NEW ORLEANS, LA|Charlotte, NC | Current employment |
| EUDAIMONIA PARTNERS, LLC | Former SEC adviser | Oct 31, 2018 | Nov 1, 2023 | no | Charlotte, NC|WINCHESTER, TN | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 23, 2009 | Oct 2, 2018 | no | CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 12, 2009 | Apr 21, 2009 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EUDAIMONIA PARTNERS, LLC | NEWEDGE ADVISORS | Nov 1, 2023 | Nov 1, 2023 | 0 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | EUDAIMONIA PARTNERS, LLC | Oct 2, 2018 | Oct 31, 2018 | 29 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Apr 21, 2009 | Apr 23, 2009 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283884:171351:TN:2023-11-01 | Nov 1, 2023 | Nov 1, 2023 | WINCHESTER, TN | Firm change |