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Melissa Lauren Grochal

Newedge Advisors

Boca Raton, FL

New Orleans, LA

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-02
  • FL RA
    APPROVED
    Since 2026-02-02

Branch Locations

301 Yamato Road Suite 3150, Boca Raton, FL 33431 • United States

858 Camp Street, New Orleans, LA 70130 • 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
OrganizationCityStateFromTo
Newedge Advisors, Llc New Orleans LA 01/2026 Present
Ulin & Co Wealth Management Boca Raton FL 11/2024 01/2026
Unemployed Delray Beach FL 03/2024 10/2024
Mantis Funding Llc Boca Raton FL 11/2015 02/2024
  • 01/2026 → Present
    Newedge Advisors, Llc
    New Orleans, LA
  • 11/2024 → 01/2026
    Ulin & Co Wealth Management
    Boca Raton, FL
  • 03/2024 → 10/2024
    Unemployed
    Delray Beach, FL
  • 11/2015 → 02/2024
    Mantis Funding Llc
    Boca Raton, FL
Other Businesses

NewEdge Advisors, LLC - DBA Ulin & Co Wealth Management; Investment related; Boca Raton, FL; Start date 01/2026; 160 total hours; 160 trading hours; Registered Admin

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-22
  • S65 Uniform Investment Adviser Law Examination
    2026-01-22
Other Names
  • Melissa Grochal

View on SEC IAPD

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