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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
1380 West Paces Ferry Road Nw Suite 2170, Atlanta, GA 30327 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Atlanta | GA | 02/2019 | 02/2022 |
| Priority One Financial Services | Saint Petersburg | FL | 11/2018 | 02/2019 |
| Penske Truck Leasing | Saint Petersburg | FL | 12/2016 | 11/2018 |
| J Alexanders | Tampa | FL | 05/2016 | 11/2016 |
| University Of South Florida | Tampa | FL | 08/2013 | 12/2016 |
| Charles Schwab Bank, Ssb | Atlanta | GA | 11/2020 | 02/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 02/2022 | 02/2024 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 02/2022 | 02/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 02/2024 | Present |
| Newedge Wealth | Stamford | CT | 02/2024 | Present |
1.newedge wealth*registered with newedge wealth as an IAR*Yes Invest*60 per Mnth/60 trade*2/2/24*Atlanta, Ga
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
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