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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-04 |
| FL | RA | APPROVED | 2021-01-20 |
| CT | RA | APPROVED | 2020-12-14 |
| TX | RA | APPROVED | 2020-12-11 |
Branch Locations
19 Old Kings Highway South, Darien, CT 06820 • 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 |
|---|---|---|---|---|
| Ubs Financial Services 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)FRIENDS OF CONCORDIA UNIVERSITY (NOT-FOR-PROFIT) TREASURER 2)ROBERT SINGER 2005 INSURANCE TRUST / 349 RIDGEWOOD AVENUE GLEN RIDGE,NEW JERSEY 07028 / TRUST/ INSURANCE & LIFE ASSURANCE / INSURANCE TRUST / TRUSTEE / / DISTRIBUTIONS OF INSURANCE PROCEEDS / START DATE/ 02/11/2005 - - - - - - - - - - - - - - - - - - 2)NEW EDGE WEALTH PARTNERS, LLC~INVESTMENT RELATED~DARIEN, CONNECTICUT, 06820~HOLDING COMPANY~MEMBER~DECEMBER 2020~1HR PER MONTH~1HR PER MONTH DURING MARKET~INSURANCE SALES TO CLIENTS OF NEWEDGE WEALTH - - - - - - - - - - - - - - - - - - - - - 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)SARAH FLINT~PASSIVE INVESTOR IN SHOE COMPANY 5)Banyan Golf Club*No Invest*Board Member*4 Hrs per mnth*2/26/24
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
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