Best Investors
Account
Sign in
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 05/2009 | 04/2022 |
| Newedge Securities, Inc | Pittsburgh | PA | 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-07 |
Reach out to this advisor