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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-09 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Rochester | NY | 01/2010 | 08/2019 |
| Financial Engines Advisors L.L.C | Sunnyvale | CA | 09/2019 | 04/2021 |
| Embark | Rochester | NY | 05/2021 | 07/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 07/2023 | 06/2025 |
| Newedge Wealth | Stamford | CT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-11 |
| S66 | Uniform Combined State Law Examination | 2000-08-30 |
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