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 |
|---|---|---|---|---|---|
| Thomas Bartolomeo | Savior Wealth independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 17, 2023 | May 15, 2023 |
| Joel Austin Bickmore | Truist Advisory Services, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2023 | May 16, 2023 |
| Anthony Thomas Bartolomeo | Savior Wealth independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 17, 2023 | May 15, 2023 |
| Teresa A Johnson | Truist Advisory Services, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 5, 2024 (325 d) |
| John Neil Morein | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Garrett Andrew Ahrens | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Perry Blaze Frey | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Kevin Joseph Simoneaux | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Dee D Becquet | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Christopher S St. Germain | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Gregory Charles Downey | Raymond James & Associates, Inc. national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | May 2, 2023 |
| Claire Renae Stanford | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Ronald Paul Lege | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Elizabeth Alciatore Gossen | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Cory Francis Fruge | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| James Van Wallace | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Justin Paul Montreuil | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Connor Brian Mire | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Christopher John Willerer | Raymond James & Associates, Inc. national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2023 | May 1, 2023 |
| Neil Kevin Flaherty | Cambridge Investment Research Advisors, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2023 | Mar 31, 2023 |
| Adam Richard Setser | Cetera Investment Advisers LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2023 | Apr 12, 2023 |
| Patrick Bruski | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2023 | Mar 20, 2023 |
| Matthew Austin Cook | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 14, 2023 | Mar 8, 2023 |
| Gautier F Wallaert | Advice And Planning Services BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2023 | Mar 30, 2023 |
| Michael Lawrence Jordan | Raymond James Financial Services Advisors, Inc BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2023 | Jan 15, 2026 (1052 d) |
| Jennifer Ford Deloach | Veracity Capital LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2023 | Mar 6, 2023 (31 d) |
| Michael Alan Masters | Wells Fargo Advisors wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 27, 2023 | Jan 6, 2023 |
| Robert Joseph Palmer | Heritage Wealth Advisors independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 13, 2023 | Feb 13, 2023 (31 d) |
| Kenneth Doyle Blanton | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 12, 2023 | Jan 13, 2023 |
| Jordan Michael Friedman | Raymond James & Associates, Inc. national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2023 | Jan 9, 2023 |
| Eduardo Provincia | Raymond James & Associates, Inc. national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2023 | Jan 9, 2023 |
| Amanda Kim Blocksom | Sagepoint Financial, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 13, 2022 | Dec 8, 2022 |
| Craig Shiell Wroten | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 7, 2022 | Feb 1, 2023 (56 d) |
| Andrew Vella | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 29, 2022 | Dec 21, 2022 |
| Gerald Long Sullivan | Cpa Investment Advisors independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 21, 2022 | Nov 14, 2022 |
| Timothy David Duchesneau | Hightower Advisors, LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2022 | Feb 3, 2026 (1172 d) |
| Jeffery Stuart Berenson | Wells Fargo Advisors wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 9, 2022 | Oct 31, 2022 |
| Stephen Matthew Berenson | Wells Fargo Advisors wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 9, 2022 | Oct 31, 2022 |
| Patricia Gail Wetzel | Wells Fargo Advisors wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 7, 2022 | Nov 1, 2022 |
| Amit Chopra | Advisors Capital Management, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 3, 2022 | Nov 1, 2022 |
| Brandon Charles Morenz | Securities America Advisors, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2022 | Oct 14, 2022 |
| Stefan Thomas Gronvold | Securities America Advisors, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2022 | Oct 14, 2022 |
| Robert John Davies | Securities America Advisors, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2022 | Oct 14, 2022 |
| Reese Roberts | Securities America Advisors, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2022 | Oct 14, 2022 |
| Alain Brito | Securities America Advisors, Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2022 | Oct 14, 2022 |
| Lauren Lehman | Sol Capital Management Co mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 27, 2022 | Jan 10, 2023 (75 d) |
| James Heath Raper | First Horizon Advisors, Inc mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2022 | Sep 23, 2022 |
| Lindsay Thomas Pelkey | First Horizon Advisors, Inc mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2022 | Sep 23, 2022 |
| Mary Patterson Cannon | First Horizon Advisors, Inc mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2022 | Sep 23, 2022 |
| Cheri Denny Poston | Cpa Investment Advisors independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 20, 2022 | Sep 20, 2022 |
| Haley Lynn Ellis | Allegiance Financial Group independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 19, 2022 | Oct 3, 2022 |
| Sally Byrd Jilek | Allworth Financial, L.P. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2022 | Nov 3, 2025 (1146 d) |
| Mary Kenny Ewasyshyn | Ameriprise Financial Services, LLC national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2022 | Sep 6, 2022 |
| Shawn Michael Ewasyshyn | Ameriprise Financial Services, LLC national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2022 | Sep 6, 2022 |
| John Louis Wonneberger | Commonwealth Financial Network national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 7, 2022 | Jan 2, 2024 (482 d) |
| John Foster Thompson | Wells Fargo Advisors wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 6, 2022 | Aug 31, 2022 |
| Cory Dale Mcelyea | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2022 | Sep 1, 2022 |
| Wayne Joseph Murry | Hancock Whitney Investment Services Inc. BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2022 | Aug 8, 2022 |
| Melissa Borne Dugas | LPL Financial LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 9, 2021 |
| Joshua Scott Cavett | Raymond James Financial Services Advisors, Inc BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 19, 2022 | Jul 1, 2022 |
560 moves match.