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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-09-29 |
Branch Locations
50 California Street Suite 1503, San Francisco, CA 94111 • United States
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 09/2023 |
| Newedge Securities Inc | Pittsburgh | PA | 09/2023 | Present |
| Newedge Wealth | Stamford | CT | 09/2023 | Present |
1.NewEdge Wealth*NewEdge Wealth is the RIA I am currently licensed with in addition to the broker-dealer NewEdge Securities.*Yes Invest*80 Hrs per week/76 During Trade*9/29/23*Stamford, CT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-28 |
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