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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-28 |
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