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.
Advisor moves
Departures from New Edge Wealth
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 |
|---|---|---|---|---|---|
| Olivia Huckabay | New Edge Wealth BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 27, 2026 |
| Joshua Rubin | New Edge Wealth BD affiliated | Nerdwallet Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Aug 12, 2025 |
| Matthew Howard Remis | New Edge Wealth BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2025 | May 2, 2025 |
| Steven Trustey | New Edge Wealth BD affiliated | Hsbc Securities (USA) Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2025 | Mar 24, 2025 |
| Christopher Brian | New Edge Wealth BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2024 | Aug 13, 2025 (238 d) |
| Jeanne Lynn Basso | New Edge Wealth BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2024 | Jul 31, 2024 (37 d) |
| Ben Emons | New Edge Wealth BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2024 | Apr 10, 2025 (311 d) |
| Anna Reyes Stockhamer | New Edge Wealth BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 16, 2023 | Oct 24, 2023 |
| Alec Drew Zager | New Edge Wealth BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2023 | Feb 21, 2025 (778 d) |
| Robert A Stone | New Edge Wealth independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Oct 4, 2022 | Oct 12, 2022 |
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10 moves match.