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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-04-11
  • IL RA
    APPROVED
    Since 2025-04-11

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

570 Lake Cook Road Suite 300, Deerfield, IL 60015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2024
Newedge Securites, Llc Pittsburgh PA 04/2025 Present
Newedge Advisors New Orleans LA 04/2025 Present
Fidelity Brokerage Services Llc Highland Park IL 05/2016 12/2024
Unemployed Glenview IL 01/2025 03/2025
  • 07/2018 → 12/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2025 → Present
    Newedge Securites, Llc
    Pittsburgh, PA
  • 04/2025 → Present
    New Orleans, LA
  • 05/2016 → 12/2024
    Fidelity Brokerage Services Llc
    Highland Park, IL
  • 01/2025 → 03/2025
    Unemployed
    Glenview, IL
Previous Registrations
  • 2018-07-13 → 2025-01-16
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Highland Park, IL
    Glenview, IL
  • 2016-07-11 → 2018-07-13
    Highland Park, IL
  • 2010-11-17 → 2016-06-06
    Td Ameritrade, Inc.
    Pittsburgh, PA
    Birmingham, MI
    Birmingham, AL
  • 2010-11-17 → 2016-06-06
    Td Ameritrade Investment Management, Llc
    Pittsburgh, PA
    Birmingham, MI
  • 2010-07-30 → 2010-11-01
    West Palm Beach, FL
    Palm Beach, FL
    Boca Raton, FL
Other Businesses

1.Consulting*Yes Invest*corporation*5/22/25*Private wealth advisor*provide knowledge of wealth planning industry from prior knowledge* 1 hour during trade 2. Cubit Wealth Management* Yes Invest*Glenview, IL *registered investment advisor*4/11/25*Private wealth advisor*Financial advising*40 Hr trade/10 Non trade 3. NewEdge Advisors* Yes Invest*Glenview, IL *Registered investment advisor*4/14/25*Private wealth advisor*Financial advising/consulting*40 Hr trade/20 Non trade

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-27
S66 Uniform Combined State Law Examination 2008-03-13
  • S65 Uniform Investment Adviser Law Examination
    2010-07-27
  • S66 Uniform Combined State Law Examination
    2008-03-13
Other Names
  • Adam G Ritter
  • Adam G Ritter

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