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Current Employers
New Edge Wealth

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-03
PA RA APPROVED 2022-08-02
  • TX RA
    APPROVED_RES
    Since 2024-01-03
  • PA RA
    APPROVED
    Since 2022-08-02

Branch Locations

455 Valley Brook Road Suite 100, Mcmurray, PA 15317 • United States

2200 Atlantic Street Suite 200, Stamford, CT 06902 • 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
Strategic Wealth Management Group, Ltd Pittsburgh PA 07/1993 08/2022
Mid Atlantic Capital Corporation Pittsburgh PA 01/1995 08/2022
Newedge Securities Inc Pittsburgh PA 05/1995 Present
Newedge Advisors, Llc. New Orleans LA 11/2021 Present
Newedge Wealth Stamford CT 08/2022 Present
  • 07/1993 → 08/2022
    Strategic Wealth Management Group, Ltd
    Pittsburgh, PA
  • 01/1995 → 08/2022
    Mid Atlantic Capital Corporation
    Pittsburgh, PA
  • 05/1995 → Present
    Newedge Securities Inc
    Pittsburgh, PA
  • 11/2021 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
  • 08/2022 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
  • 2021-11-01 → 2022-08-02
    New Orleans, LA
    Mcmurray, PA
  • 2019-07-12 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Mcmurray, PA
    Pittsburgh, PA
Other Businesses

1) TRINITY LUTHERAN CHURCH OF FRANKLIN PARK BOROUGH~NON INVESTMENT RELATED~WEXFORD, PA 15090~NON-PROFIT/CHURCH~OFFICER~JAN 2022~15-20HRS PER MONTH~0HRS PER MONTH DURING MARKET~PRESIDENT OF CHURCH COUNCIL 2)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: 07/31/2022

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-30
S63 Uniform Securities Agent State Law Examination 1995-04-28
  • S65 Uniform Investment Adviser Law Examination
    2019-04-30
  • S63 Uniform Securities Agent State Law Examination
    1995-04-28
Other Names
  • Rick Lee Hurt

View on SEC IAPD

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