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
Arrivals at 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 |
|---|---|---|---|---|---|
| Maria Natalia Maloney | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 20, 2024 | Aug 21, 2024 |
| Jeanne Lynn Basso | Raymond James & Associates, Inc. national BD | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Apr 26, 2024 | Apr 23, 2024 |
| Steven Trustey | First Manhattan Co. LLC BD affiliated | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2024 | Feb 15, 2024 |
| Roland Pritchett | J.P. Morgan Securities LLC wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 3, 2024 | Feb 2, 2024 |
| Andrew Noble | J.P. Morgan Securities LLC wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 3, 2024 | Feb 2, 2024 |
| Maryclare Breyel | J.P. Morgan Securities LLC wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 3, 2024 | Feb 2, 2024 |
| Anneke Niemira | Chevy Chase Trust Company mixed wealth | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Nov 15, 2023 | Nov 27, 2023 |
| Dale Douglas Schroeder | Wells Fargo Advisors wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 26, 2023 | Sep 29, 2023 |
| Michael Jeffrey Kramer | J.P. Morgan Private Wealth Advisors LLC BD affiliated | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2023 | Oct 13, 2023 |
| Elizabeth G Laetsch | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 3, 2023 | Jul 10, 2023 |
| John Dominick Froley | J.P. Morgan Private Wealth Advisors LLC BD affiliated | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2023 | Jun 22, 2023 |
| Michelle Ann Debusschere | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 27, 2023 | Jun 20, 2023 |
| Richard Maroon Ina | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2023 | Jun 2, 2023 |
| Hunter Blake Gehring | Arvest Wealth Management independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2023 | Nov 6, 2023 (231 d) |
| Matthew Howard Remis | Svb Wealth independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Feb 17, 2023 | Mar 7, 2023 |
| Aaron Louis Zises | Hightower Advisors, LLC BD affiliated | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2023 | Apr 4, 2023 (68 d) |
| Chloe Wynne Reed | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 9, 2023 | Jan 18, 2023 |
| John Paul Naudo | Arvest Wealth Management independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2022 | Nov 6, 2023 (396 d) |
| Muzaffar Mashkoor Ahmed | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Sep 27, 2022 | Sep 19, 2022 |
| Justin Thomas Reese | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Sep 27, 2022 | Sep 16, 2022 |
| Robert A Stone | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Sep 27, 2022 | Sep 16, 2022 |
| Christopher Brian | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2022 | Aug 8, 2024 (709 d) |
| James Paul Reese | Newedge Advisors BD affiliated | New Edge Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2022 | Aug 1, 2022 |
| Michael Thomas Bigley | Newedge Advisors BD affiliated | New Edge Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2022 | Aug 1, 2022 |
| Richard Lee Hurt | Newedge Advisors BD affiliated | New Edge Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2022 | Aug 2, 2022 |
| James Fred Berquist | Newedge Advisors BD affiliated | New Edge Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2022 | Aug 1, 2022 |
| Jason M Catlender | Integrated Wealth Concepts LLC independent RIA | New Edge Wealth independent RIA | RIA to RIA | Jul 5, 2022 | Jul 6, 2022 |
| Joshua Rubin | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | May 27, 2022 | May 17, 2022 |
| Cameron Laurel Dawson | Dominari Securities LLC independent RIA | New Edge Wealth independent RIA | RIA to RIA | May 16, 2022 | May 17, 2022 |
| Jamie Paula Wolff | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | May 12, 2022 | Apr 29, 2022 |
| Marc Shane Levitt | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | May 12, 2022 | Apr 29, 2022 |
| Louis Michael Bell | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | May 12, 2022 | Apr 29, 2022 |
| Ariel Leigh Harary | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | May 10, 2022 | May 2, 2022 |
| Paula Gruber | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | May 10, 2022 | May 2, 2022 |
| Anna Reyes Stockhamer | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Mar 31, 2022 | Mar 24, 2022 |
| Alis Lynn Ramirez | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Feb 25, 2022 | Feb 4, 2022 |
| Eduardo Xavier Vega | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 15, 2022 | Jan 3, 2024 (687 d) |
| Jared Michaud Kaplan | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Feb 15, 2022 | Jan 28, 2022 |
| Claudio Ravinet | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Feb 15, 2022 | Jan 28, 2022 |
| Alyssa Ann Kaiser | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 15, 2022 | Jan 2, 2024 (686 d) |
| Ghislain Gouraige | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Feb 14, 2022 | Jan 28, 2022 |
| Michaelangelo Dooley | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Feb 14, 2022 | Jan 28, 2022 |
| Ana Karina Gonzalez Davila | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Feb 14, 2022 | Feb 9, 2022 |
| Joshua Peter Gully | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 10, 2022 | Apr 11, 2023 (425 d) |
| Michael Scott Weinberg | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Feb 9, 2022 | Jan 28, 2022 |
| Robert James Lee | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Feb 4, 2022 | Jan 28, 2022 |
| Michael Scott Fomuke | Oneseven independent RIA | New Edge Wealth independent RIA | RIA to RIA | Jan 21, 2022 | Jan 29, 2022 |
| David John Down | Mid Atlantic Financial Management, Inc. BD affiliated | New Edge Wealth no RAUM | Other | Nov 1, 2021 | Oct 28, 2020 |
| Kyle Peter Smith | Mid Atlantic Financial Management, Inc. BD affiliated | New Edge Wealth no RAUM | Other | Nov 1, 2021 | Oct 27, 2020 |
| Patrick James Dwyer | Svb Wealth independent RIA | New Edge Wealth independent RIA | RIA to RIA | Nov 1, 2021 | Oct 7, 2021 |
| Travis Aldridge | Svb Wealth independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Oct 5, 2021 | Jan 2, 2024 (819 d) |
| Richard Lewis Hollmann | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Sep 27, 2021 | Sep 8, 2021 |
| Frank B Barry Ackerman | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Jul 29, 2021 | Aug 19, 2021 |
| Jonathan David Heines | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Jun 10, 2021 | Jun 16, 2021 |
| Jeffrey S Cherkas | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | Jun 2, 2021 | May 24, 2021 |
| Susan E. Kim | Lido independent RIA | New Edge Wealth independent RIA | RIA to RIA | May 28, 2021 | Jul 20, 2021 (53 d) |
| Glen Ryan Mintz | UBS Financial Services Inc. wirehouse | New Edge Wealth independent RIA | Wirehouse to independent RIA | May 19, 2021 | May 24, 2021 |
| Walter Granruth | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 11, 2020 |
| Robert John Sechan | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 11, 2020 |
| Jeffrey Mark Kobernick | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 11, 2020 |
132 moves match.