NEW FIRMS
NEXT20 Wealth is among 6 firms first registered
Six distinct firms’ earliest reported SEC or state registration dates fell between 11/06/2026 and 11/08/2026. NEXT20 Wealth’s first registration date was 11/06/2026.
By Daniel Mercer·Edition ·2 min read
NEXT20 Wealth, LLC was among six distinct firms whose earliest reported SEC or state registration dates fell within the 11/06/2026–11/08/2026 window. Its first registration date was 11/06/2026, in South Carolina. The six firms in the complete cohort all had a first registration date of 11/06/2026.
The registration date is distinct from the dates the firms appeared in the observed feeds and their latest filing dates. NEXT20 Wealth, LLC was observed in a state feed on 11/07/2026, and its latest filing date was 11/06/2026. Weldon and Weldon Financial Coaching, Inc. was also first registered on 11/06/2026, in New York; it appeared in a state feed on 11/07/2026, while its latest filing date was 10/28/2026.
The other named examples show the same separation between first registration and latest filing. Nathan Manor, Inc. and Playground Global Management, LLC were first registered on 11/06/2026 and observed in the SEC feed on 11/07/2026. Their latest filing dates were 11/04/2026 and 11/06/2026, respectively. These registration records identify first registration dates; they do not establish when a business was formed or launched.
Wealth Architect Investment Advisor LLC and Wermers Quantitative Partners, LLC were also first registered on 11/06/2026 and observed in the SEC feed on 11/07/2026. Their latest filing dates were 10/28/2026 and 10/09/2026, respectively.
The complete period count is six distinct firms, not six feed appearances interpreted as new registrations. The cohort is based on each firm’s earliest reported SEC or state registration date within the selected window.
First firm registrations
The appendix lists all 6 source-reported first firm registrations from 11/06/2026 through 11/08/2026. These are the earliest source-reported registration dates, separate from snapshot appearances and the latest filing date. First registration does not establish a business formation or opening date.
| Firm | Firm CRD | Source snapshot date | First registration date | Latest filing date | Registration jurisdiction | Feed |
|---|---|---|---|---|---|---|
| Nathan Manor, Inc. | 343827 | 11/07/2026 | 11/06/2026 | 11/04/2026 | SEC | SEC |
| NEXT20 Wealth, LLC | 343514 | 11/07/2026 | 11/06/2026 | 11/06/2026 | SC | STATE |
| Playground Global Management, LLC | 344321 | 11/07/2026 | 11/06/2026 | 11/06/2026 | SEC | SEC |
| Wealth Architect Investment Advisor LLC | 344488 | 11/07/2026 | 11/06/2026 | 10/28/2026 | SEC | SEC |
| Weldon and Weldon Financial Coaching, Inc. | 340843 | 11/07/2026 | 11/06/2026 | 10/28/2026 | NY | STATE |
| Wermers Quantitative Partners, LLC | 344851 | 11/07/2026 | 11/06/2026 | 10/09/2026 | SEC | SEC |