DFX Intelligence
Advisor moves
Arrivals at 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 |
|---|---|---|---|---|---|
| Scott Benjamin Cohen | Charles Schwab & Co., Inc. national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2025 | Jul 7, 2025 |
| Bennett Edward Gross | Jefferies Investment Advisers LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2025 | Apr 18, 2025 |
| Liet C Han | Ameriprise Financial Services, LLC national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2025 | May 15, 2025 |
| Joshua John Timblin | Northrock Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 19, 2025 | Jun 27, 2025 (39 d) |
| Daniel Joseph Rider | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 19, 2025 | May 16, 2025 |
| John William Morlock | Advice And Planning Services BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | Jun 2, 2025 (31 d) |
| Charles Wurdack | Cetera Investment Advisers LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2025 | Jul 7, 2026 (434 d) |
| Aaron Donald Massey | UBS Financial Services Inc. wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 14, 2025 | Apr 1, 2025 |
| John Menniti | Private Portfolio Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Donald Joseph Link | Private Portfolio Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| James Wai-Jing Leong | Private Portfolio Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Sean R Lavelle | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2025 | Apr 2, 2025 |
| Roger Timothy Krueger | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 31, 2025 | Mar 27, 2025 |
| Jerry Scott Brown | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 31, 2025 | Mar 27, 2025 |
| Cory Justin Fosdyck | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 31, 2025 | Mar 27, 2025 |
| Gabriel Campbell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 31, 2025 | Mar 27, 2025 |
| Collin A Mccall | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 31, 2025 | Mar 27, 2025 |
| Nina Caroline Mcdaniel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 31, 2025 | Mar 27, 2025 |
| Lindsey J Peters | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 28, 2025 | Apr 10, 2025 |
| Jack R Mitchell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 28, 2025 | Apr 10, 2025 |
| Patrick Michael Moran | Oneseven independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 17, 2025 | Mar 17, 2025 |
| William Marshall | Esi Financial Advisors independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 25, 2025 | Apr 21, 2025 (55 d) |
| Brigand Wade Kline | Mission Trails Financial independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Jan 29, 2025 |
| Kristen Nicole Kline | Mission Trails Financial independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Jan 29, 2025 |
| James Patrick Willers | UBS Financial Services Inc. wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 12, 2025 |
| Eric Looby | UBS Financial Services Inc. wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 11, 2025 | Jan 31, 2025 |
| Megan Rae Landon | UBS Financial Services Inc. wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 12, 2025 |
| Gina Marie Tedesco | Wr Wealth Planners LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2025 | Jan 1, 2026 (325 d) |
| Steven Farley Bliss | Mission Trails Financial independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 31, 2025 | Mar 18, 2025 (46 d) |
| Laila Khosroabadi | Mission Trails Financial independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 31, 2025 | May 22, 2025 (111 d) |
| John M Kevan | Mission Trails Financial independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 31, 2025 | Mar 4, 2025 (32 d) |
| Bryan Eugene Pridmore | Mission Trails Financial independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 31, 2025 | Jan 31, 2025 |
| Simon Mahonri Abegg | Wr Wealth Planners LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 30, 2025 | Jan 14, 2025 |
| Jared Wayne Reynolds | Wr Wealth Planners LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2025 | Jan 7, 2025 |
| Timothy Hance Starkey | LPL Financial LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2025 | Oct 29, 2024 |
| Evan J Steinfeld | LPL Financial LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2025 | Oct 29, 2024 |
| Adam Glancy Ritter | Fidelity Personal And Workplace Advisors BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2025 | Apr 11, 2025 (85 d) |
| Guy Cameron Clark | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 15, 2025 | Jun 20, 2025 (156 d) |
| Jonathan Lee Gassman | Gassman Financial Group independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2025 | Aug 19, 2024 |
| Reid Michael Fiorio | Principal Securities, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2024 | Dec 10, 2024 |
| Kayla Nolan Grodi | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2024 | Oct 28, 2024 |
| Logan Bradley Smith | MML Investors Services, LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2024 | Oct 22, 2024 |
| Michael Blake Rhodes | Hub Investment Partners, LLC mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2024 | Sep 27, 2024 |
| Robert K Britton | Hub Investment Partners, LLC mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2024 | Dec 9, 2024 (54 d) |
| Nicole Michelle Albrecht | Hub Investment Partners, LLC mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2024 | Sep 23, 2024 |
| Matthew James Anderson | Hub Investment Partners, LLC mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2024 | Sep 20, 2024 |
| Tyler Liffrig | Concourse Financial Group Advisors BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2024 | Oct 2, 2024 |
| Brady Bohl | Concourse Financial Group Advisors BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2024 | Oct 2, 2024 |
| Elizabeth Ann Reed-Hoole | Folger Nolan Fleming Douglas Incorporated independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 15, 2024 | Oct 4, 2024 |
| John Franklin Clardy | Folger Nolan Fleming Douglas Incorporated independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 15, 2024 | Oct 4, 2024 |
| Ashley Melissa Wetzel | Folger Nolan Fleming Douglas Incorporated independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 15, 2024 | Oct 4, 2024 |
| Abbey Lee Henderson | Cwm, LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Oct 10, 2024 |
| Elizabeth Allen Malgari | Cwm, LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Oct 22, 2024 |
| Joshua Aaron Olds | New Potomac Partners LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 8, 2024 | Oct 4, 2024 |
| Christina Nichole Mumpower | Veracity Capital LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2024 | Oct 11, 2024 |
| Debra Brennan Tagg | Osaic Wealth, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2024 | Sep 18, 2024 |
| Hollis Ann Stuckert | Osaic Wealth, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2024 | Sep 18, 2024 |
| Erin Danielle Bluske | Osaic Wealth, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2024 | Sep 19, 2024 |
| Frank Gesuale | Intelligence Driven Advisers, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 18, 2024 | Sep 18, 2024 |
| James Anthony Pupillo | Intelligence Driven Advisers, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 18, 2024 | Sep 18, 2024 |
560 moves match.