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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-12-22 |
| TX | RA | APPROVED | 2020-12-11 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
19 Old Kings Highway South, Darien, CT 06820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Sevices Inc | New York | NY | 09/2008 | 12/2020 |
| Mid Atlantic Capital Corporation | Darien | CT | 12/2020 | Present |
| New Edge Wealth | Darien | CT | 12/2020 | Present |
1)TECHNOSOFT CORPORATION; 28411 Northwestern Hwy, Southfield, MI 48034; Board Member; Member of Board of directors; Board Member; 8/31/2010; Business hours per month: No // PORTFOLIOS WITH PURPOSE; PO Box 237052, New York, NY 10023; Investment Game; Member of Board of directors; Board of Directors; 6/1/2012; Business hours per month: No // BEAU CHUCK LLC; 444 E Mar Dr, Unit 207, Ft. Laurderdale, FL 33308; Investments in personal collections such as a classic car and most recently, a boat; Member of a committee with management/supervisor functions; Together with my mom and father, we decide on investment opportunities, i.e. cars and boats; 3/4/2014; Business hours per month: No - - - - - - - - - - - - - - - - - - 2)NEW EDGE WEALTH PARTNERS, LLC~NON INVESTMENT RELATED~Stamford, CONNECTICUT, 06820~HOLDING COMPANY~MEMBER~DECEMBER 2020~20HRS PER MONTH~10HRS PER MONTH DURING MARKET - - - - - - - - - - - - - - - - - - - - - 3)NEW EDGE WEALTH~INVESTMENT RELATED~DARIEN, CONNECTICUT, 06820~INVESTMENT ADVISOR REPRESENTATIVE~DECEMBER 2020~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS 4.Sechan Properties*51% ownership in a family holding company of land in PA that is leased out.*Yes Invest*1 Hr per mnth*1/18/24 5. Bitmine Immersion Technologies, Inc*Yes Invest*Las Vegas, NV*CEO Managing Partner Co-Founder*I was appointed to the Bitmine Immersion Technologies Inc. Nominating & Corporate Governance Committee, Compensation Committee, and Investment Committee*Committee Member for Bitmine Immersion Technologies, Inc.*11/12/25/ 2 Hrs trade/0 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
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