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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
25 Ealy Crossing N , New Albany, OH 43054 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | New Albany | NY | 09/2008 | 10/2019 |
| Morgan Stanley | New Albany | OH | 10/2019 | 07/2026 |
| Newedge Wealth | Stamford | CT | 07/2026 | Present |
Illumio-privately held, cloud-based cyber security company - investment related - investor - 920 De Guigne Drive, Sunnyvale, CA 94085 - investor Addepar - privately held, cloud-based company that offers an integrated financial software platform - investment related - 335 Madison Ave #1430, New York, NY - Investor * 384170 - Lance A White, LLC; Investment related Yes; New Albany, Ohio; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2015; During business hours: 2; After business hours: 0; Investment Decisions/Advice *384169 - Blue Horseshoe Partners, LLC; Investment related Yes; New Albany, OH; Investment/Finance/Banking, Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2014; During business hours: 0; After business hours: 4; Investment Decisions/Advice, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-08 |
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