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Current Employers
Inside Edge Capital Management, Llc

Saratoga Springs, NY • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-03-18
TX RA APPROVED 2021-09-01
NY RA APPROVED 2021-08-02
  • MA RA
    APPROVED
    Since 2022-03-18
  • TX RA
    APPROVED
    Since 2021-09-01
  • NY RA
    APPROVED
    Since 2021-08-02

Branch Locations

Saratoga Springs, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2021 → Present
    New Age Wealth Advisors Llc (Formerly Inside Edge Capital Mgmt)
    Saratoga Springs, NY
  • 12/2012 → Present
    Plan My Trade Llc Dba Trading Analysis
    Saratoga Springs, NY
  • 01/2010 → Present
    Nbc Universal
    Saratoga Springs, NY
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-23
  • S65 Uniform Investment Adviser Law Examination
    2021-06-23

View on SEC IAPD

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