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Advisor at NEW EDGE WEALTH
STAMFORD, CT | Alpharetta, GA
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 | Apr 24, 2025 | n/a | yes | Alpharetta, GA|STAMFORD, CT | Current employment |
| KEELAN CAPITAL | Former SEC adviser | Aug 19, 2022 | Jun 12, 2025 | no | ALPHARETTA, GA | Previous registration |
| EDGE CAPITAL GROUP, LLC | Former SEC adviser | Aug 17, 2018 | Aug 5, 2022 | no | ATLANTA, GA | Previous registration |
| EDGE ADVISORS, LLC | Former SEC adviser | Oct 16, 2017 | Aug 16, 2018 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEELAN CAPITAL | NEW EDGE WEALTH | Jun 12, 2025 | Apr 24, 2025 | -49 | Firm change after gap | Other |
| EDGE CAPITAL GROUP, LLC | KEELAN CAPITAL | Aug 5, 2022 | Aug 19, 2022 | 14 | Firm change | Other |
| EDGE ADVISORS, LLC | EDGE CAPITAL GROUP, LLC | Aug 16, 2018 | Aug 17, 2018 | 1 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142261:297596:GA:2018-08-16 | Aug 16, 2018 | Aug 17, 2018 | ATLANTA, GA | Firm change |