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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-07-10 |
| NY | RA | APPROVED | 2023-07-10 |
| TX | RA | APPROVED | 2023-07-10 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2016 | 07/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2018 | 07/2023 |
| Newedge Securities Inc | Pittsburgh | PA | 07/2023 | Present |
| Newedge Wealth | Stamford | PA | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | Present |
1. New Edge Wealth*Financial Advisor at New Edge Wealth*Yes Invest*80 Hrs per mnth/80 trade*7/10/23*Stamford CT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-20 |
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