DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Newedge Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Sholes Mullen | Newedge Advisors independent RIA | Pallas Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 1, 2020 | Nov 16, 2020 |
| James Christopher Landry | Newedge Advisors independent RIA | Pallas Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 1, 2020 | Nov 16, 2020 |
| Gregory Edward Boyle | Newedge Advisors independent RIA | Pallas Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 1, 2020 | Nov 18, 2020 |
| John Bay | Newedge Advisors independent RIA | Pallas Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 1, 2020 | Nov 18, 2020 |
| John Peter Routhier | Newedge Advisors independent RIA | Pallas Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 1, 2020 | Nov 18, 2020 |
| Jack Andrew Mccroken | Newedge Advisors independent RIA | Pallas Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 1, 2020 | Nov 18, 2020 |
| Camden Link Newton | Newedge Advisors independent RIA | Pallas Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 1, 2020 | Nov 18, 2020 |
| Becker Aleman | Newedge Advisors independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Aug 12, 2019 | Dec 16, 2019 (126 d) |
| Brett Alan Lange | Newedge Advisors independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Dec 10, 2018 | Jul 14, 2023 (1677 d) |
| Stephanie Barousse Kelly | Newedge Advisors independent RIA | Adg Wealth Management Group, LLC independent RIA | RIA to RIA | Nov 21, 2018 | Mar 23, 2019 (122 d) |
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130 moves match.