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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-04 |
| NY | RA | APPROVED | 2024-01-02 |
| CT | RA | APPROVED | 2022-05-17 |
Branch Locations
2200 Atlantic Street, 2Nd Floor, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | New York | NY | 10/2014 | 09/2020 |
| Student | New York | NY | 08/2010 | 09/2020 |
| Newedge Wealth | Stamford | CT | 05/2022 | Present |
| Fieldpoint Private Securities, Llc | New York | NY | 09/2020 | 05/2022 |
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