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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
5100 J B Hunt Drive, Suite 840, Rogers, AR 72758 • United States
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 |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 06/2016 | 04/2017 |
| Wfg Investments | Dallas | TX | 04/2017 | 07/2017 |
| National Securities Corp | Dallas | TX | 07/2017 | 02/2018 |
| National Asset Management | Dallas | TX | 02/2018 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 01/2019 | 06/2020 |
| Unemployed | Dallas | TX | 02/2018 | 01/2019 |
| Bank Of America, N.A. | Dallas | TX | 02/2019 | 06/2020 |
| Arvest Wealth Management | Bentonville | AR | 06/2020 | 11/2023 |
| Arvest Bank | Bentonville | AR | 06/2020 | 11/2023 |
| Newedge Securities Inc | Pittsburgh | PA | 11/2023 | Present |
| Newedge Wealth | Stamford | CT | 11/2023 | Present |
1.NewEdge Wealth*Yes Invest*Registered with NewEdge wealth the RIA as well as NewEdge securities*80 hrs week/80 trade*11/6/23*Bentonville, AR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-01 |
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