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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-16 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
309 East Paces Ferry Road Ne, Suite 400, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edge Advisers | Atlanta | GA | 08/2014 | 07/2018 |
| Edge Capital Group, Llc | Atlanta | GA | 08/2018 | 01/2025 |
| Newedge Wealth | Stamford | CT | 01/2025 | Present |
NAME OF OTHER BUSINESS: ISENHOWER CELLARS. INVESTMENT RELATED: NO. ADDRESS: 3471 PRANGER RD. WALLA WALLA, WA 99362. NATURE OF BUSINESS: WINERY. POSITION/TITLE/RELATIONSHIP: MEMBER OF AN LLC, OWNERSHIP ONLY. START DATE OF RELATIONSHIP: AUGUST 2000. HOURS/MONTH DEVOTED TO BUSINESS: 0 HOURS/MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0. DUTIES: NO RESPONSIBILITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-14 |
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