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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Dec 15, 2020

First registration

Jul 11, 2023

Dual registered

no

Other names

Melissa Lee Herbert|Melissa L Herbert|MELISSA HERBERT

IAPD individual key

6940392

• Occurred

  Jul 15, 2026
  Advisor changed firm

  Melissa Lee Herbert left Wells Fargo Advisors for Newedge Advisors (registered 2026-07-09)

  Form ADVobserved 5 days ago
• Occurred

  Jun 23, 2025
  Advisor changed firm

  Melissa Lee Herbert left Advice And Planning Services for Wells Fargo Advisors (registered 2025-08-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:efaea20c-4f94-e0e3-8c07-6257d7afd932

First observed

Jul 11, 2023

Last observed

Sep 14, 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.