DFX Intelligence
Advisors
Advisors registered through Newedge AdvisorsAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
605 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Le Xiong dual registrant | Newedge Advisors BD affiliated | New Orleans, La | Jun 9, 2022 | 13 y | 0 | 2 |
| Robert Marques Young Certified Financial Planner | Newedge Advisors BD affiliated | Memphis, Tn | Jun 17, 2026 | 10 y | 1 | 2 |
| Mary Kay Zastrow Certified Financial Planner | Newedge Advisors BD affiliated | Southern Pines, Nc | Nov 1, 2023 | 21 y | 2 | 1 |
| E•••••••• A••••• Z•••• | N•••••• A••••••• BD affiliated | New Orleans, La | Dec 11, 2024 | 14 y | 1 | 3 |
| Z•••••• D• Z•••• dual registrant | N•••••• A••••••• BD affiliated | New Orleans, La | Jun 26, 2023 | 13 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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