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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-03 |
| TX | RA | APPROVED_RES | 2022-01-28 |
Branch Locations
2525 Ponce De Leon Blvd, Suite 1080, Coral Gables, FL 33134 • United States
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Miami | FL | 11/2008 | 01/2022 |
| Newedge Wealth, Llc | Stamford | CT | 01/2022 | Present |
| Newedge Securities, Inc. | Stamford | CT | 01/2022 | Present |
1.Weinberg Family Holdings, LLC~Non investment related~Bay Harbor Islands, FL 33154~Set up to receive employment income and manage expenses between my partners~Jan 28 2022~1 hour per month~1 hour per month during market~Set up to receive employment income and manage expenses between my partners 2.NewEdge Wealth, LLC, an IAR. Financial Advisor for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours. Home office 2200 Atlantic Street, Stamford CT, 06902.Start Date: 01/28/2022 3. New Edge Wealth*request to add fixed annuities and insurance*Yes Invest*3hrs per mnth/3during trade*6/7/23 4.Bruncle Holdings LLC*created the LLC to make a private securities transaction in 2022*Yes Invest*0Hrs*8/1/22 5.TPG Financial*Working with TPG Financial on several client insurance opportunities.*Yes Invest*5 per mnth/5 trade*9/22/23*Franklin, TN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-04 |
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