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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| CT | RA | APPROVED | 2022-05-02 |
| TX | RA | APPROVED | 2022-04-29 |
Branch Locations
2200 Atlantic Street 2Nd Floor, 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 | 09/2013 | 04/2022 |
| Newedge Securities, Inc. | Pittsburgh | PA | 04/2022 | Present |
| Newedge Wealth | Stamford | CT | 04/2022 | Present |
1)DGS MANAGEMENT LLC / 4 POCCIA CIRCLE LARCHMONT,NEW YORK 10538 / COMPANY/ OTHER LLC FOR THE SOLE PURPOSE OF OWNING AN AIRCRAFT FOR PERSONAL USE /START DATE 5/8/2014 2)JORLYLA LLC / S2 OLD LOGGING ROAD BEDFORD,NY 10506 / OTHER/ OTHER PERSONAL USE OF AIRCRAFT / PERSONAL USE OF AIRCRAFT / OTHER / LLC / NA / START DATE 8/6/2014 3) Jorlyla2 LLC / 52 Old Logging Road Bedford,NY 10506 / Company/ Other LLC / To hold a fractional ownership share in a boat / Partner / / NONE / Start Date 01/01/2017 / 4) Louis Bell 2021 Insurance Trust/ investment related?:no / Bedford, NY, 10506/Trustee of my partners Life insurance Trust upon his death/ None until Louis Bell's Death at which time I will distribute money as per the terms of the trust/ start date: 3/29/2021 5)Lenox Advisors*OBA for selling life insurance*Invest Yes*5 Per mnth/5 during trade*9/16/22 6)NewEdge Wealth, LLC, an IAR. Financial Advisor 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: 04/29/2022 7.Jorlyla*No Invest*Orlando FL*Partner*Using this corporation to lease half of an airplane that I own so that it can be chartered when I am not using it*Leaser/shareholder of the plane*Leasing the plane for charters when I am not using it. A third party, AOK Jets will dry lease the plane from Jorlyla 3 and handle all of the charter operations, pilot employment etc.*0 Hrs*12/1/25 8. Tyrannosaurus and the Shark Aviation*No Invest*Orlando FL*0 Hrs*Purchased "one half" of a new airplane under this corporation name. Plane will be used for charter flights and leased out through Marc Levitt's other corporation, Jorlyla 3.*Owner*Owner of the plane and leasing the plane as a charter when no using the plane myself.*0 Hours 9.Orlando Aircraft Finance LLC*No Invest*Orlando FL*Partner*Passive Loan on Aircraft*Authorized Member*4/24/2026*0Hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-05 |
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