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Saratoga Springs, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-03-18 |
| TX | RA | APPROVED | 2021-09-01 |
| NY | RA | APPROVED | 2021-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Age Wealth Advisors Llc (Formerly Inside Edge Capital Mgmt) | Saratoga Springs | NY | 07/2021 | Present |
| Plan My Trade Llc Dba Trading Analysis | Saratoga Springs | NY | 12/2012 | Present |
| Nbc Universal | Saratoga Springs | NY | 01/2010 | Present |
Plan My Trade LLC dba Trading Analysis, Founder, Saratoga Springs, NY, Start Date 12/2012, 10/hours Month and 5/hours Month during Trading hours. Providing investment research. Non-Inv Related NBC Universal, Contributor, Saratoga Springs, NY, Start State 01/2010, 10/hours Month and 10/hours Month during Trading hours. TV Contributor for investment research. Non-Inv. Related Upstate Distilling Company, Owner, Saratoga Springs, NY, 1/hours Month and 0 during Trading hours. Minority Owner in distilling company. Non-Inv Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-23 |
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