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Current Employers
New Edge Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-26
TX RA APPROVED 2026-05-22
  • GA RA
    APPROVED
    Since 2026-05-26
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

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

1380 West Paces Ferry Road Nw, Suite 2170, Atlanta, GA 30327 • United States

Atlanta, GA • 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
Newedge Securities Llc Pittsburgh PA 05/2026 Present
Newedge Wealth Stamford CT 05/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 01/2016 05/2026
Bank Of America, N.A. Atlanta GA 04/2016 05/2026
Previous Registrations
Other Businesses

I*90717FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: TRUST FOR PUBLIC LANDINVESTMENT RELATED: NADDRESS OF BUSINESS:ATLANTA, GEORGIA 30308NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 3/1/2016NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FUNDRAISING FOR ANNUAL EVENT I* 409559For profit or not for profit: Entity For Profit Name of outside business organization: Watts Group Arlington LLC Investment related: yes Address of business: Atlanta, GA, 30306Nature of business: Limited Liability Compan Position, title, association: Other Start date of relationship: 04/01/2021Number of hours devoted: 5 yearly Number of hours devoted during trading hours: 0Duties: I am trying to open an LLC, in order to hold a Private Real Estate direct investment. I*2175435, Entity Type: Entity Charitable, Name of OBA: ACG, Address: Atlanta, Georgia, 30326, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 01/28/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: ACG is a networking group, platinum sponsor this year is BofA. The ACG Fast 40 seeks to Identify the fastest 40 growing co's in Georgia. This is my 1st year, so I'm mostly an observer.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-05
S63 Uniform Securities Agent State Law Examination 2013-08-27
  • S65 Uniform Investment Adviser Law Examination
    2016-02-05
  • S63 Uniform Securities Agent State Law Examination
    2013-08-27

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