Sara Dejay Willis

New Edge Wealth

Claim This Profile

Current Employers

New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-17

TX RA
APPROVED

Since 2026-08-17

Branch Locations

1301 Mckinney St, Suite 300, Houston, TX 77010 • 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

Organization	City	State	From	To
Sanford C. Bernstein & Co., Llc	Houston	TX	06/2021	08/2026
Usi Southwest	Houston	TX	07/2017	05/2021
Addison Group	Houston	TX	08/2016	07/2017
None	Houston	TX	05/2021	06/2021
Newedge Wealth	Stamford	CT	08/2026	Present
Newedge Securities Llc	Pittsburgh	PA	08/2026	Present

06/2021 → 08/2026

Sanford C. Bernstein & Co., Llc

Houston, TX
07/2017 → 05/2021

Usi Southwest

Houston, TX
08/2016 → 07/2017

Addison Group

Houston, TX
05/2021 → 06/2021

None

Houston, TX
08/2026 → Present

Newedge Wealth

Stamford, CT
08/2026 → Present

Newedge Securities Llc

Pittsburgh, PA

Previous Registrations

2021-11-29 → 2026-08-28

Alliancebernstein L.P.

Houston, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-23

S66 Uniform Combined State Law Examination

2021-11-23

Other Names

Sara Dejay Armstrong

View on SEC IAPD

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor