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

Jeremy Graham Edge

Park Avenue Securities LLCBD affiliatedSan Diego, Cadual registrantIAPD 6215190

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeremy Edge

At current firm

1 y

since Oct 16, 2024

In the industry

13 y

since Jun 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Park Avenue Securities LLC BD affiliated current
since Oct 16, 2024 · San Diego, Ca
MML Investors Services, LLC BD affiliated
Dec 8, 2023 to Oct 15, 2024 · La Jolla, Ca
Signature Resources Capital Management, LLC independent RIA
Dec 23, 2021 to Nov 29, 2023 · Newport Beach, Ca
MML Investors Services, LLC BD affiliated
Jan 17, 2017 to Dec 10, 2021 · Pittsburgh, Pa
Northwestern Mutual Investment Services,LLC no RAUM
Mar 18, 2015 to Nov 30, 2016 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

MML Investors Services, LLC to Park Avenue Securities LLC
left Oct 15, 2024, registered Oct 16, 2024 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
Signature Resources Capital Management, LLC to MML Investors Services, LLC
left Nov 29, 2023, registered Dec 8, 2023 (9 days) · RIA to affiliated broker-dealer or bank
MML Investors Services, LLC to Signature Resources Capital Management, LLC
left Dec 10, 2021, registered Dec 23, 2021 (13 days) · Affiliated broker-dealer or bank to independent RIA
Northwestern Mutual Investment Services,LLC to MML Investors Services, LLC
left Nov 30, 2016, registered Jan 17, 2017 (48 days) · Other

Signals

Jeremy Graham Edge left Mml Investors Services, Llc for Park Avenue Securities Llc (registered 2024-10-16)
Oct 15, 2024 · Advisor changed firm · fact
Jeremy Graham Edge left Signature Resources Capital Management, Llc for Mml Investors Services, Llc (registered 2023-12-08)
Nov 29, 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address