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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
2200 Atlantic Street Suite 200, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 07/2020 | 06/2025 |
| Univeristy Of Florida | Gainesville | FL | 08/2016 | 06/2020 |
| State Farm | Gainesville | FL | 08/2019 | 12/2019 |
| Vero Biotech | Atlanta | GA | 07/2019 | 08/2019 |
| Smith, Currie, & Hancock Llp | Ft. Lauderdale | FL | 05/2018 | 08/2018 |
| Paycom | Atlanta | GA | 06/2025 | 02/2026 |
| Newedge Wealth | Stamford | CT | 02/2026 | Present |
| Newedge Securities Llc | Pittsburgh | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
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