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

Jenna R Dickinson

New Edge WealthBD affiliatedStamford, Ctdual registrantIAPD 7057756

Feed of 09/14/2026

Also filed as Jenna Dickinson

At current firm

0 y

since Jul 24, 2026

In the industry

11 y

since Aug 1, 2015 (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 Jul 24, 2026 · Stamford, Ct
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 10, 2025 to Jun 30, 2026 · Stamford, Ct
Oppenheimer & Co. Inc. BD affiliated
Mar 15, 2023 to Dec 26, 2024 · Stamford, Ct
MML Investors Services, LLC BD affiliated
May 23, 2019 to Mar 16, 2023 · Elmsford, Ny

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to New Edge Wealth
left Jun 30, 2026, registered Jul 24, 2026 (24 days) · Wirehouse to affiliated broker-dealer or bank
Oppenheimer & Co. Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 26, 2024, registered Jan 10, 2025 (15 days) · Affiliated broker-dealer or bank to wirehouse
MML Investors Services, LLC to Oppenheimer & Co. Inc.
left Mar 16, 2023, registered Mar 15, 2023 (-1 days) · Affiliated broker-dealer or bank to another

Signals

Jenna R Dickinson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for New Edge Wealth (registered 2026-07-24)
Jun 30, 2026 · Advisor changed firm · fact
Jenna R Dickinson left Oppenheimer & Co. Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-01-10)
Dec 26, 2024 · Advisor changed firm · fact
Jenna R Dickinson left Mml Investors Services, Llc for Oppenheimer & Co. Inc. (registered 2023-03-15)
Mar 16, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address