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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1251 Waterfront Place Suite 510, Pittsburg, PA 15222 • United States
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-27 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Financial Management, Inc. | Pittburgh | PA | 07/1998 | 11/2021 |
| Newedge Securities, Inc. | Pittsburgh | PA | 01/1999 | Present |
| Newedge Advisors Llc | New Orleans | LA | 11/2021 | Present |
| New Edge Wealth | Stamford | CT | 10/2020 | Present |
1) NewEdge Wealth, LLC, an IAR. Financial Executive 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: 10/27/2020
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
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