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Newedge Advisors CRD 171351
$43.2B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-17 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
501 Riverside Avenue Suite 901, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dixon Hughes Wealth Advisors Llc | Jacksonville | FL | 08/2009 | 05/2022 |
| Forvis Wealth Advisors Llc | Jacksonville | FL | 06/2022 | 10/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 10/2023 | Present |
(1) 05/08/07 NORTH SHORES IMPROVEMENT ASSOCIATION - VOLUNTEER 5 HRS PER MTH / 0 BSNSS HRS (2)05/08/07 JACKSONVILLE JAGUARS BOOSTER CLUB - VOLUNTEER 5 HRS PER MTH / 0 BSNSS HRS (3) 05/2006 LUTHERAN SOCIAL SERVICES - JUNIOR EXECTIVE BOARD - BD MEMBER/OFFICER/DIRECTOR; 25 HRS PER MTH, 0 BSNSS HRS (4) 05/2007 FINANCIAL PLANNING ASSOCIATION OF NORTHEAST - BD MEMBER/OFFICER/DIRECTOR; 5 HRS PER MTH, 0 BSNSS HRS (5)05/2007 CFA INSTITUTE OF JACKSONVILLE - 4 HRS PER MTH, 0 BSNS HRS (6)06/2008 CLARKE SCHOOL FOR THE DEAF - BD MEMBER; 4 HRS PER MTH, 0 BSNS HRS (7)06/2008 STETSON UN ALUMNI BD OF DIRECTORS; 4 HRS PER MTH, 0 BSNS HRS. {2} NewEdge Advisors, LLC; DBA Riverside Wealth Partners {RIA} - Investment Related - Investment Advisor Representative - Start: 10/2023 - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-20 |
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