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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 2024-10-17
  • TX RA
    APPROVED
    Since 2025-01-02
  • FL RA
    APPROVED
    Since 2024-10-17

Branch Locations

980 N. Federal Hwy #302, Boca Raton, FL 33432 • United States

2200 Atlantic Street Suite 200, Stamford, CT 06902 • 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 & Smith Incorporated Boca Raton FL 03/2016 08/2024
Bank Of America, N.A. Boca Raton FL 04/2016 08/2024
Newedge Securities Pittsburgh PA 08/2024 Present
Newedge Wealth Stamford CT 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-08
  • S66 Uniform Combined State Law Examination
    2012-10-08
Designations

View on SEC IAPD

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