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Robert Joseph Palmer

Newedge Advisors

Pittsburgh, PA

New Orleans, LA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-02-13
  • PA RA
    APPROVED
    Since 2023-02-13

Branch Locations

1251 Waterfront Place, Suite 510, Pittsburgh, PA 15222 • United States

858 Camp Street, New Orleans, LA 70130 • 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
Bny Mellon Pittsburgh PA 02/2018 07/2018
Lewis, Mcbeth & D'AMbrosio Llp Pittsburgh PA 08/2018 12/2020
West Virginia University Morgantown WV 08/2012 02/2018
Hefren-Tillotson, Inc. Pittsburgh PA 07/2021 03/2022
Heritage Wealth Advisors Richmond VA 03/2022 01/2023
D'AMbrosio Financial Advisors Pittsburgh PA 01/2021 07/2021
Newedge Securities Inc. Pittsburgh PA 02/2023 Present
Newedge Advisors New Orleans LA 02/2023 Present
  • 02/2018 → 07/2018
    Bny Mellon
    Pittsburgh, PA
  • 08/2018 → 12/2020
    Lewis, Mcbeth & D'AMbrosio Llp
    Pittsburgh, PA
  • 08/2012 → 02/2018
    West Virginia University
    Morgantown, WV
  • 07/2021 → 03/2022
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
  • 03/2022 → 01/2023
    Heritage Wealth Advisors
    Richmond, VA
  • 01/2021 → 07/2021
    D'AMbrosio Financial Advisors
    Pittsburgh, PA
  • 02/2023 → Present
    Newedge Securities Inc.
    Pittsburgh, PA
  • 02/2023 → Present
    Newedge Advisors
    New Orleans, LA
Previous Registrations
  • 2022-04-04 → 2023-01-13
    Heritage Wealth Advisors
    Richmond, VA
    Sewickley, PA
  • 2021-07-30 → 2022-03-16
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
  • 2020-12-07 → 2021-10-05
    Lpl Financial Llc
    San Diego, CA
    Monroeville, PA
    Pittsburgh, PA
  • 2020-01-27 → 2020-12-14
    Osaic Services, Inc.
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-24
  • S66 Uniform Combined State Law Examination
    2020-01-24
Other Names
  • Robert Joseph Palmer
  • Robert Joseph Palmer

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESBANCO SECURITIES, INC.

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BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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