Joshua Scott Cavett

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

22 years in the industry.

1. Newedge AdvisorsJul 2022 to now
2. Newedge Securities, IncJul 2022 to now
3. Crw Properties, LLCJul 2021 to Jun 2022
4. Secretum, LLCJul 2021 to Jun 2022
5. Financial Advising 360Jan 2020 to Jun 2022
6. Finrad, LLCNov 2018 to Jun 2022
7. Insurance & Goal Planning Systems LLCJan 2018 to Dec 2021
8. Hotaling GroupApr 2017 to Dec 2021
9. Ascent Oil & Gas Consultants, LLCSep 2015 to Dec 2021
10. N/aAug 2014 to Jun 2022
11. Beaumont Toccoa Properties, Ltd.Jun 2013 to Dec 2017
12. Beaumont Toccoa Property Managers, LLCJun 2013 to Dec 2017
13. Rental Real Estate - 2405 HazelAug 2011 to Jun 2022
14. Pixelflow LLCMay 2011 to Jun 2022
15. Cavett Family Limited Partnership, LLPMar 2011 to Jun 2022
16. Toccoa Investors, LLCMar 2011 to Dec 2018
17. Ltc Financial Services, LLCJul 2010 to Jun 2022
18. Toccoa Advisors, LLCJul 2010 to Dec 2018
19. Raymond James Financial Services Advisors Inc.Mar 2009 to Jun 2022
20. Raymond James Financial Services, Inc.Sep 2004 to Jun 2022

Designations

• PFS

Exams passed

• Series 63 · Uniform Securities Agent State Law2005
• Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Newedge Advisors

Legal name: Newedge Advisors, LLC

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

4864144

Firm CRD

171351