Andrew Weese

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Newedge Advisors

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-05-16

UT RA
APPROVED

Since 2023-05-16

Branch Locations

West Point, UT • 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

Organization	City	State	From	To
Hunter Douglas	Salt Lake City	UT	05/2018	05/2023
Rockwell Time	Woods Cross	UT	07/2017	04/2018
Gallenson's	Salt Lake City	UT	06/2015	06/2017
Newedge Advisors, Llc.	New Orleans	LA	05/2023	Present

05/2018 → 05/2023

Hunter Douglas

Salt Lake City, UT
07/2017 → 04/2018

Rockwell Time

Woods Cross, UT
06/2015 → 06/2017

Gallenson's

Salt Lake City, UT
05/2023 → Present

Newedge Advisors, Llc.

New Orleans, LA

Other Businesses

1. NewEdge Advisors, LLC; RIA DBA Three Peaks Wealth Management; Invesment Related; 05/2023; 1826 W 725 N, West Point, UT. 2. Hunter Douglas; Non-investment related; 111 N Apollo Rd, Salt Lake City, Ut; Manufacturing; Finance Manager; 05/2018; responsible for reporting and analytics for Hunter Douglas North America.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-16

S65 Uniform Investment Adviser Law Examination

2023-02-16

View on SEC IAPD