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 |
|---|---|---|---|---|---|
| Danielle Hawes Brown | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 22, 2020 |
| Francisco Ricardo Perez | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 14, 2020 |
| John Alexander Straus | 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 |
| Jay Peters | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 21, 2020 |
| Kevin Ryan Miller | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 14, 2020 |
| Ryan Cholnoky | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 14, 2020 |
| Benjamin Andrew Lope | UBS Financial Services Inc. wirehouse | New Edge Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 22, 2020 | Dec 14, 2020 |
| Bretaigne Elizabeth Black | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 7, 2020 | Jun 17, 2026 (2353 d) |
| Ben Emons | Intellectus Partners, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Nov 28, 2018 | Jan 5, 2023 (1499 d) |
| Alan Chidsey | Phineus Partners, L.P. other | New Edge Wealth BD affiliated | Other | Dec 9, 2015 | Apr 16, 2024 (3051 d) |
| Jeffrey William Thompson | Sanford C. Bernstein & Co., LLC no RAUM | New Edge Wealth BD affiliated | Other | Nov 13, 2013 | Aug 17, 2026 (4660 d) |
| William Douglas Phillips | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 6, 2010 | Apr 28, 2025 (5501 d) |
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132 moves match.