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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
3102 West End Ave Suite 400 , Nashville , TN 37203 • 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 |
|---|---|---|---|---|
| Ubs Financial Servieces Inc. | Nashville | TN | 11/2015 | 06/2026 |
| Newedge Securities Llc | Pittsburgh | PA | 06/2026 | Present |
| Newedge Wealth | Stamford | CT | 06/2026 | Present |
1. Home rental*No Invest*Savannah GA*Home rental*Partner*Administrative support*1/1/06*0 Hr Trade/1 Non Trade 2.Cumberland River Partnership*No Invest*Nashville, TN*Marketing for non-profit and for-profit companies*Partner*As needed, strategic oversight and management of marketing efforts*1/1/06*0 Hr Trade/1 Non trade 3. Preservation Foundation*No Invest*Nashville, TN*Non-profit corporation for publishing literary work*Board member*Strategic development*1/1/06*0 Hr Trade/1 non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-01 |
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