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

Damien Thomas Depeter

New Edge WealthBD affiliatedStamford, CtIA-onlyIAPD 4963967

Feed of 09/14/2026

At current firm

0 y

since Jan 6, 2026

In the industry

18 y

since Oct 2, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

New Edge Wealth BD affiliated current
since Jan 6, 2026 · Stamford, Ct
Pallas Capital Advisors, LLC independent RIA
Jun 26, 2023 to Dec 31, 2025 · Braintree, Ma
Mayflower Advisors mixed wealth
Jul 17, 2020 to Jun 30, 2023 · Boston, Ma
Wells Fargo Advisors wirehouse
Nov 27, 2013 to Jul 21, 2020 · Boston, Ma
UBS Financial Services Inc. wirehouse
Mar 1, 2010 to Nov 29, 2013 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Pallas Capital Advisors, LLC to New Edge Wealth
left Dec 31, 2025, registered Jan 6, 2026 (6 days) · RIA to affiliated broker-dealer or bank · moved with a team
Mayflower Advisors to Pallas Capital Advisors, LLC
left Jun 30, 2023, registered Jun 26, 2023 (-4 days) · RIA to RIA · moved with a team
Wells Fargo Advisors to Mayflower Advisors
left Jul 21, 2020, registered Jul 17, 2020 (-4 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
UBS Financial Services Inc. to Wells Fargo Advisors
left Nov 29, 2013, registered Nov 27, 2013 (-2 days) · Wirehouse to wirehouse

Signals

Damien Thomas Depeter left Pallas Capital Advisors, Llc for New Edge Wealth (registered 2026-01-06)
Dec 31, 2025 · Advisor changed firm · fact
Damien Thomas Depeter left Mayflower Advisors for Pallas Capital Advisors, Llc (registered 2023-06-26)
Jun 30, 2023 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address