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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-11 |
| NY | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 01/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | 04/2026 |
| Aleph Group, Inc | Key Biscayne | FL | 05/2020 | 07/2020 |
| First Republic Bank | San Francisco | CA | 06/2021 | 07/2023 |
| Archetype | Hong Kong | 06/2019 | 07/2019 | |
| Exceptional Stays | Telluride | CO | 06/2019 | 07/2019 |
| Unemployed | Key Biscayne | FL | 01/2015 | 05/2019 |
| Unemployed | Key Biscayne | FL | 08/2019 | 04/2020 |
| Unemployed | Miami Beach | FL | 08/2020 | 05/2021 |
| Newedge Securities Llc | Pittsburgh | PA | 05/2026 | Present |
| Newedge Wealth | Stamford | CT | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
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