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Diane Mcclung

New Edge Wealth

Stamford, CT

Boca Raton, FL

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Current Employers
New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-02
FL RA APPROVED 2024-08-21
  • TX RA
    APPROVED
    Since 2025-01-02
  • FL RA
    APPROVED
    Since 2024-08-21

Branch Locations

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

980 N. Federal Hwy #302, Boca Raton, FL 33432 • 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
Merrill Lynch, Pierce, Fenner &Amp; Smith, Inc. Fort Lauderdale FL 11/2011 08/2024
Newedge Securities Inc Pittsburgh PA 08/2024 Present
Newedge Wealth Stamford CT 08/2024 Present
  • 11/2011 → 08/2024
    Merrill Lynch, Pierce, Fenner &Amp; Smith, Inc.
    Fort Lauderdale, FL
  • 08/2024 → Present
    Newedge Securities Inc
    Pittsburgh, PA
  • 08/2024 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-09
S63 Uniform Securities Agent State Law Examination 2008-09-08
  • S66 Uniform Combined State Law Examination
    2012-06-09
  • S63 Uniform Securities Agent State Law Examination
    2008-09-08
Other Names
  • Diane Mcclung
  • Diane Mcclurg
  • Diane Mcclung
  • Diane M Mcclung

View on SEC IAPD

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