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805 Third Avenue Floor 12, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-16 |
Branch Locations
805 Third Avenue Floor 12, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 09/1995 | Present |
| Edge Wealth Management, Llc | New York | NY | 03/2009 | Present |
| Brett Rosen | New York | NY | 01/1991 | Present |
1. BRETT ROSEN, NOT INV REL, GROUP HEALTH EMPLOYEE BENEFITS, OTHER LIFE INSURANCE CARRIERS, 1996, 3HRS/MTH WORKING. 2. NAME: LIFE SETTLEMENTS NOT INV REL ADDRESS: 530 5TH AVE NY NY NATURE: ADVISE CLIENTS ON THE VALUE OF THEIR POLICIES & POSSIBLE SALE ETC POSITION: ADVISOR START: 2007 NO.HRS/MO: MINIMAL NO.HRS/MO DURING TRADING: MINIMAL DUTIES: HELPO CLIENTS W/ THE FAIR MARKET VALUE OF THEIR POLICIES 3. FOODS FOR JUNIORS, INC. NOT INV. REL., RESTRAURANT AND MAIL ORDER, NON-OPERATING SHAREHOLDER, 2008, 1 HOUR / MONTH, 0 DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-20 |
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