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Advisor at NEWEDGE ADVISORS
NEW ORLEANS, LA | Southern Pines, NC
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 30, 2023 | n/a | yes | NEW ORLEANS, LA|Southern Pines, NC | Current employment |
| MILESTONE ADVISORY PARTNERS, LLC | Former SEC adviser | Oct 5, 2015 | Oct 30, 2023 | no | SOUTHERN PINES, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 28, 1997 | Oct 15, 2015 | no | PINEHURST, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MILESTONE ADVISORY PARTNERS, LLC | NEWEDGE ADVISORS | Oct 30, 2023 | Nov 30, 2023 | 31 | Firm change | RIA to ibd |
| WELLS FARGO ADVISORS | MILESTONE ADVISORY PARTNERS, LLC | Oct 15, 2015 | Oct 5, 2015 | -10 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 277120:171351:NC:2023-10-30 | Oct 30, 2023 | Nov 30, 2023 | SOUTHERN PINES, NC | Firm change |
| 19616:277120:NC:2015-10-15 | Oct 15, 2015 | Oct 5, 2015 | PINEHURST, NC | Firm change |