Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-01 |
| CA | RA | APPROVED | 2021-09-30 |
| UT | RA | APPROVED | 2021-09-30 |
Branch Locations
240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
858 Camp Street, New Orleans, LA 70130 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 05/2021 |
| Iht Wealth Management | Chicago | IL | 05/2021 | Present |
Mr. Weese conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Three Peaks Wealth Management. Mr. Weese is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-07 |
Reach out to this advisor