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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-07 |
| TX | RA | APPROVED_RES | 2024-02-02 |
Branch Locations
1380 West Paces Ferry Road Nw Suite 2170, Atlanta, GA 30327 • United States
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 | Atlanta | GA | 11/2013 | 02/2024 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 11/2013 | 02/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 02/2024 | Present |
| Newedge Wealth | Stamford | CT | 02/2024 | Present |
1.NewEdge Wealth*Yes Invest*Registered with NewEdge Wealth the RIA associated with NewEdge Securities*80 Per week/20 trade*2/2/24*Atlanta, GA 2. Baldwin Investment Management LLC*Yes Invest*2/2/24*Atlanta, GA*I created this LLC prior to joining NewEdge Wealth. The nature of the business is to capture and receive all revenues from my PWM clientele*Managing Member*"I created this LLC prior to joining NewEdge Wealth. The nature of the business is to capture and receive all revenues from my PWM clientele*0 Hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-18 |
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