Inactive

Jorge Ivan Carbajal

New Edge Wealth

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Current Employers

New Edge Wealth

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-24

FL RA
APPROVED

Since 2026-04-24

Branch Locations

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

1111 Brickell Avenuesuite 2180, Miami, FL 33131 • 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
Newedge Wealth	Stamford	CT	10/2021	Present
Boston Private/Silicon Valley Bank	Miami	FL	04/2021	10/2021
Td Bank	Miami	FL	01/2020	04/2021
Terrabank	Miami	FL	08/2017	12/2020
Bankunited	Miami	FL	05/2014	07/2017

10/2021 → Present

Newedge Wealth

Stamford, CT
04/2021 → 10/2021

Boston Private/Silicon Valley Bank

Miami, FL
01/2020 → 04/2021

Td Bank

Miami, FL
08/2017 → 12/2020

Terrabank

Miami, FL
05/2014 → 07/2017

Bankunited

Miami, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-08

S65 Uniform Investment Adviser Law Examination

2026-04-08

View on SEC IAPD

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