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Paul Roberts Poinsett Izlar

New Edge Wealth

Stamford, CT

Atlanta, GA

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Current Employers
New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-24
  • GA RA
    APPROVED
    Since 2025-04-24

Branch Locations

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

1380 West Paces Ferry Rd, Atlanta, GA 30327 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edge Advisors, Llc Atlanta GA 03/2007 07/2018
Edge Corporate Finance, Llc Atlanta GA 03/2007 07/2018
Edge Capital Group, Llc Atlanta GA 08/2018 07/2019
Forte Atlanta GA 03/2020 11/2022
Not Employed Atlanta GA 08/2019 02/2020
Keelan Capital Alpharetta GA 10/2023 04/2025
Not Employed Atlanta GA 11/2022 10/2023
Newedge Wealth Stamford CT 04/2025 Present
  • 03/2007 → 07/2018
    Edge Advisors, Llc
    Atlanta, GA
  • 03/2007 → 07/2018
    Edge Corporate Finance, Llc
    Atlanta, GA
  • 08/2018 → 07/2019
    Edge Capital Group, Llc
    Atlanta, GA
  • 03/2020 → 11/2022
    Forte
    Atlanta, GA
  • 08/2019 → 02/2020
    Not Employed
    Atlanta, GA
  • 10/2023 → 04/2025
    Keelan Capital
    Alpharetta, GA
  • 11/2022 → 10/2023
    Not Employed
    Atlanta, GA
  • 04/2025 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
  • 2023-11-20 → 2025-04-17
    Keelan Capital
    Alpharetta, GA
  • 2019-06-19 → 2019-07-17
    Edge Capital Group, Llc
    Atlanta, GA
  • 2007-03-29 → 2018-08-16
    Edge Advisors, Llc
    Atlanta, GA
  • 2003-02-03 → 2007-03-23
    Credit Suisse Securities (Usa) Llc
    Lexington, KY
    Atlanta, GA
    West Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-07
S63 Uniform Securities Agent State Law Examination 1993-11-01
  • S65 Uniform Investment Adviser Law Examination
    2023-11-07
  • S63 Uniform Securities Agent State Law Examination
    1993-11-01

View on SEC IAPD

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