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 |
|---|---|---|---|---|---|
| Karli Vazquez-Mendez | Flagstar Securities, Inc. independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Sep 15, 2026 | Sep 8, 2026 |
| Michael J Wohlgemuth | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2026 | Sep 2, 2026 |
| Trace Shapiro | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2026 | Sep 1, 2026 |
| Paul Joseph Yates | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2026 | Sep 1, 2026 |
| Shannon Michael Willems | Alliancebernstein L.P. other | New Edge Wealth BD affiliated | Other | Aug 28, 2026 | Aug 17, 2026 |
| Sara Dejay Willis | Alliancebernstein L.P. other | New Edge Wealth BD affiliated | Other | Aug 28, 2026 | Aug 17, 2026 |
| Lance Alan White | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 30, 2026 | Jul 2, 2026 |
| Shane Moran | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 21, 2026 | Jul 2, 2026 |
| James Arthur Nichols | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2026 | Jun 12, 2026 |
| Wendy Marie Chance | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 3, 2026 | Jul 2, 2026 |
| Jenna R Dickinson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 30, 2026 | Jul 24, 2026 |
| Erin Thomas | UBS Financial Services Inc. wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 23, 2026 | Jun 12, 2026 |
| Alexander D Watts | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 23, 2026 | May 22, 2026 |
| Edward A Ruiz | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 30, 2026 | May 1, 2026 |
| Cristina Elena Pratt | J.P. Morgan Securities LLC wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 21, 2026 | May 13, 2026 |
| Travis John Lazaroff | Fifth Avenue Family Office independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Mar 3, 2026 | Feb 18, 2026 |
| Thomas Boyd Ames | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 27, 2026 | Feb 23, 2026 |
| Burton Everett Hilton | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 25, 2026 | Feb 23, 2026 |
| Dana M Sypniewski | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 25, 2026 | Feb 23, 2026 |
| Donald Chandler Marcontell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 20, 2026 | Feb 11, 2026 |
| Michael Joseph Mccarthy | Pallas Capital Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Jan 6, 2026 |
| Damien Thomas Depeter | Pallas Capital Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Jan 6, 2026 |
| Kristen Lee Nunes | Pallas Capital Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Jan 6, 2026 |
| Alexander Shapses | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Nov 14, 2025 |
| Justin Castenskiold Waterman | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Nov 14, 2025 |
| Dominick J Trapasso | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Dec 3, 2025 |
| Sarah N Silverio | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Nov 14, 2025 |
| Adam Michael Betancourt | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Nov 17, 2025 |
| Heather Anne Doherty Guardado | Tocqueville Asset Management LP independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Nov 20, 2025 | Oct 20, 2025 |
| Eric J Chan | Wells Fargo Advisors wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 28, 2025 | Oct 24, 2025 |
| Erica Jan Weiser | Mercer Global Advisors Inc. independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Sep 18, 2025 | Sep 11, 2025 |
| Colton Neighbors | Strategic Advisers LLC national BD | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2025 | Jan 27, 2026 (138 d) |
| Jesse David Christensen | Newedge Advisors BD affiliated | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2025 | May 12, 2025 |
| Mia Lynn Costarella | Wells Fargo Advisors wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 28, 2025 | Aug 22, 2025 |
| David Joseph Chase | Wells Fargo Advisors wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 27, 2025 | Aug 22, 2025 |
| Robert E Balfour | Wells Fargo Advisors wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 27, 2025 | Aug 22, 2025 |
| Natalie R Dymkowski | Wells Fargo Advisors wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 27, 2025 | Aug 22, 2025 |
| Kenneth Charles Green | Charles Schwab & Co., Inc. national BD | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2025 | Aug 17, 2026 (365 d) |
| Patrick Dillon | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 11, 2025 | Jul 24, 2025 |
| Brian James Murphy | Mariner BD affiliated | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2025 | Jul 9, 2025 |
| William Patrick Mcglothin | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2025 | Jul 14, 2025 (31 d) |
| Brendan Hugh Keelan | Keelan Capital asset manager | New Edge Wealth BD affiliated | Other | Jun 12, 2025 | Apr 24, 2025 |
| Kylie Randle Presley | Fisher Investments independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2025 | Apr 28, 2026 (328 d) |
| Paul Roberts Poinsett Izlar | Keelan Capital asset manager | New Edge Wealth BD affiliated | Other | Apr 17, 2025 | Apr 24, 2025 |
| Andrew Lewis Kaskel | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 11, 2025 | Feb 24, 2026 (319 d) |
| Nathan Freshwater | Waldron Private Wealth independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Apr 25, 2025 |
| William Jones Debutts | Edge Capital Group, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Mar 13, 2025 | Jan 30, 2025 |
| James Thomas Patrick | Edge Capital Group, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Mar 13, 2025 | Jan 16, 2025 |
| Tate Heritage Wingate | RBC Capital Markets, LLC national BD | New Edge Wealth BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2025 | Apr 22, 2025 (76 d) |
| Gilles Gouraige | John Hancock Investment Management LLC asset manager | New Edge Wealth BD affiliated | Other | Nov 29, 2024 | Oct 23, 2025 (328 d) |
| Christopher Bradley Ayer | Pallas Capital Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Nov 6, 2024 | Nov 26, 2024 |
| Paul Douglas Emrick | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 22, 2024 | Aug 16, 2024 |
| Matthew Liam Mongon | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 22, 2024 | Aug 16, 2024 |
| Nathan Robert Emrick | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 22, 2024 | Aug 16, 2024 |
| Monica Marie Dougherty | Morgan Stanley wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 22, 2024 | Aug 16, 2024 |
| Kirsten Anne Tuzzo | 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 |
| Blaine Michael Minton | 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 |
| Diane Mcclung | 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 |
| Scott Ross Graver | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 20, 2024 | Oct 17, 2024 (58 d) |
| Sebin Skaria | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Edge Wealth BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 20, 2024 | Jan 1, 2025 (134 d) |
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132 moves match.