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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_RES 2024-01-03
FL RA APPROVED 2022-02-04
  • TX RA
    APPROVED_RES
    Since 2024-01-03
  • FL RA
    APPROVED
    Since 2022-02-04

Branch Locations

2525 Ponce De Leon Blvd, Suite 1080, Coral Gables, FL 33134 • 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
Ubs Financial Services Miami FL 06/2015 01/2022
Newedge Wealth, Llc Stamford CT 01/2022 Present
Newedge Securities, Inc. Stamford CT 01/2022 Present
  • 06/2015 → 01/2022
    Ubs Financial Services
    Miami, FL
  • 01/2022 → Present
    Newedge Wealth, Llc
    Stamford, CT
  • 01/2022 → Present
    Newedge Securities, Inc.
    Stamford, CT
Previous Registrations
Other Businesses

1) Alis Lynn Ramirez/ 17055 NW 56th Court/ Miami-Dade/ Miami Gardens 33055/ UNited States/ Rental Property / Real Estate / Real Estate- We own a Townhouse which is rented./ Proprietor / owner /We own a Townhouse which is rented to tenants./ Receive compensation?: Yes/ Authority to make investment decisions?: Yes/ Start Date 11/1/2019 2)NewEdge Wealth, LLC, an IAR. Sales Assistant for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours.  Home office 2200 Atlantic Street, Stamford CT, 06902. Start Date: 01/28/2022 3.NewEdge Wealth*We are named as successor trustee on our family member's personal trusts. Not active at this time*2hrs* 4.Townhouse*Own Townhouse previously rented/currently now a rental but used by family*Yes Invest*0Hrs*8/8/19 5.Black Sheep Coffee*Yes Invest*Miami Fl*Vice President Client Service*private investment in Coffee Shop*Side Investor*6/18/2026*0Hrs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-17
  • S66 Uniform Combined State Law Examination
    2018-12-17
Other Names
  • Alis Lynn Valois
  • Alis Lynn Vidal

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