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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| CA | RA | APPROVED | 2021-07-20 |
| CT | RA | APPROVED | 2021-07-20 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
2200 Atlantic Street 2Nd Floor, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sotheby'S International | San Francisco | CA | 01/2015 | 07/2017 |
| Compass | San Francisco | CA | 08/2017 | 07/2021 |
| Lido Advisors, Llc | Los Angeles | CA | 09/2020 | 07/2021 |
| New Edge Wealth | Stamford | CT | 07/2021 | Present |
| Newedge Securities, Inc | Stamford | CT | 07/2021 | Present |
1) Name of the other business:Susan Kim Global Real Estate Advisory RE Whether the business is investment-related: -- NO Address of the other business:999 Green 1203 SF, CA 94133 Nature of the other business: Real Estate Your position, title, or relationship with the other business: CEO Start date of your relationship:07/2018 Approximate number of hours/month you devote to the other business:10 - - - - - - - - - - - - 2)NEW EDGE WEALTH, LLC~INVESTMENT RELATED~DARIEN, CONNECTICUT, 06820~ANALYST~JULY 2021~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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