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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-05-02 |
| NJ | RA | APPROVED | 2022-05-02 |
| TX | RA | APPROVED_RES | 2022-05-02 |
Branch Locations
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 | 09/2013 | 04/2022 |
| Newedge Securities | Pittsburgh | CT | 04/2022 | Present |
| Newedge Wealth | Stamford | CT | 04/2022 | Present |
1)NewEdge Wealth, LLC, an IAR. Sales Assistant for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours. Home office 2200 Atlantic Street, Stamford CT, 06902. Start Date: 04/29/2022 2)Ben Porat Yosef*no ownership interest or board title. Will attend monthly evening meetings as a general board member for my childrens school. No specific responsibilities, just general involvement in helping the school run.*No Invest*4 Hrs Mnth/0 Trade*9/1/23
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-25 |
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