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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| GA | RA | APPROVED | 2025-01-30 |
Branch Locations
309 East Paces Ferry Road Ne, Suite 400, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Edge Advisors | Atlanta | GA | 10/2014 | 07/2018 |
| Edge Capital Group, Llc | Atlanta | GA | 08/2018 | 01/2025 |
| Newedge Wealth | Stamford | CT | 01/2025 | Present |
Buckhead Christian Ministry; Not investment related; 2847 Piedmont Rd NE, Atlanta, GA; Ministry; Board Member and Chair of Investment Committee; 01/29/2018; 1-5 hrs per month; 1-5 hrs during trading; Assist in setting organization strategy (Board) and execute the investment policy for the Endowment and Reserve accounts (Investment Committee).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-02 |
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