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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 |
| CT | RA | APPROVED | 2020-12-22 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 09/2008 | 12/2020 |
| Newedge Securities, Inc | Stamford | CT | 12/2020 | Present |
| New Edge Wealth | Stamford | CT | 12/2020 | Present |
1)Darien Parks and Recreation*No Invest*Yoga teacher for the Darien Parks and Rec.*5 Hrs per mnth/0trade*12/1/20*Darien CT 2)NEW EDGE WEALTH, LLC~INVESTMENT RELATED~DARIEN, CONNECTICUT, 06820~CLIENT RELATIONSHIP MANAGER~DECEMBER 2020~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS 3)ThumbsUp Family LLC*Danielle runs a paddle yoga company with her family.*No Invest*40 Hrs per mnth/0 trade*12/1/20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-23 |
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