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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| FL | RA | APPROVED | 2024-08-21 |
Branch Locations
980 N. Federal Hwy #302, Boca Raton, FL 33432 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 03/2016 | 08/2024 |
| Bank Of America, N.A. | Boca Raton | FL | 03/2016 | 08/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 08/2024 | Present |
| Newedge Wealth | Stamford | CT | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-20 |
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