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Account
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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-04 |
| NY | RA | APPROVED | 2025-11-14 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
300 Park Avenue 2Nd Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dearbon Capital | New York | NY | 04/2008 | 03/2021 |
| A Shapses & Co | New York | NY | 04/2008 | 03/2021 |
| M Holdings Securities Inc | Portland | OR | 03/2014 | 03/2021 |
| Heritage Strategies Inc | Woodbury | NY | 03/2014 | 02/2021 |
| Summit Trail Advisors | New York | NY | 02/2021 | 11/2025 |
| The Leaders Group, Inc | Summit | NJ | 03/2021 | Present |
| Newedge Wealth | New York | NY | 11/2025 | Present |
1.) THE LEADERS GROUP, INC., INVESTMENT RELATED, 475 Springfield Avenue, Summit, NJ 07901, BROKER DEALER, REGISTERED REPRESENTATIVE, 3/5/2021, 160 HOURS DEVOTED A MONTH, 5-10 HOURS DEVOTED DURING SECURITIES TRADING HOURS 2.) NewEdge Capital - 11/14/2025 - 300 Park Avenue, 2nd Floor, NY, NY 10022 - Partner, IAR, manage an outsourced family office business, Invt Rel, outsourced family office, 150 hrs/mo; 140 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-15 |
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