DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Paul Roberts Poinsett Izlar
Feed of 09/14/2026
At current firm
1 y
since Apr 24, 2025
In the industry
32 y
since Nov 1, 1993 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- New Edge Wealth BD affiliated currentsince Apr 24, 2025 · Atlanta, Ga
- Keelan Capital formerNov 20, 2023 to Apr 17, 2025 · Alpharetta, Ga
- Edge Capital Group, LLC formerJun 19, 2019 to Jul 17, 2019 · Atlanta, Ga
- Edge Advisors, LLC formerMar 29, 2007 to Aug 16, 2018 · Atlanta, Ga
- Credit Suisse Securities (USA) LLC formerFeb 3, 2003 to Mar 23, 2007 · Lexington, Ky
Moves
a registration end followed by a registration begin elsewhere
- Keelan Capital to New Edge Wealthleft Apr 17, 2025, registered Apr 24, 2025 (7 days) · Other
- Edge Capital Group, LLC to Keelan Capitalleft Jul 17, 2019, registered Nov 20, 2023 (1587 days) · Other
- Edge Advisors, LLC to Edge Capital Group, LLCleft Aug 16, 2018, registered Jun 19, 2019 (307 days) · RIA to RIA · moved with a team
- Credit Suisse Securities (USA) LLC to Edge Advisors, LLCleft Mar 23, 2007, registered Mar 29, 2007 (6 days) · Other
Signals
- Paul Roberts Poinsett Izlar left Keelan Capital for New Edge Wealth (registered 2025-04-24)Apr 17, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address