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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1 N Wacker Dr, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Chicago | IL | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | 08/2025 |
| Newedge Securities Llc | Pittsburgh | PA | 08/2025 | Present |
| Newedge Wealth | Stamford | CT | 08/2025 | Present |
HINSDALE COMMUNITY HOUSE, INV RELATED, HINSDALE, IL, BOARD MEMBER, START 3/1/2019, .5 HOURS PER MONTH, ZERO DURING TRADING, MONITORING INVESTMENT ACTIVITY OF THE CONSULTANT TO ENSURE ACCOUNTABILITY. THE COMMUNITY HOUSE, INVT RELATED, HINSDALE, IL, FINANCE COMMITTEE MEMBER, START DATE 6/1/2022, 4 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS AND ADVISE ON FINANCIAL AND INVESTMENT DECISIONS AS PART OF LARGER BOARD. | THE CHASE GROUP WEALTH MANAGMENT, LLC; INV RELATED; HINSDALE, IL; 100% OWNERSHIP; 04/2025; 200 HOURS PER MONTH; 200 HOURS DURING TRADING; FEE-ONLY RIA TO PROVIDE INVESMENT ADVICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-10 |
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