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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| FL | RA | APPROVED | 2023-03-23 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swimgym - Robert Strauss | Maimi Beach | FL | 04/2017 | 05/2018 |
| Florida State University | Tallahasse | FL | 07/2018 | 05/2022 |
| Blue Star Camps | Hendersonville | NC | 06/2019 | 08/2019 |
| Ubs Financial Services | Miami | FL | 05/2021 | 02/2022 |
| Miami Beach Senior High School | Miami Beach | FL | 07/2014 | 06/2018 |
| Newedge Wealth | Coral Gables | FL | 05/2022 | Present |
| Newedge Wealth | Stamford | WI | 03/2023 | Present |
1. 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: 06/27/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-06 |
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