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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 |
| UT | RA | APPROVED | 2021-06-07 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1775 Prospector Avenue Suite 200, Park City, UT 84060 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Park City | UT | 12/2008 | 05/2021 |
| Newedge Securities, Inc. | Stamford | CT | 05/2021 | Present |
| New Edge Wealth | Stamford | CT | 05/2021 | Present |
NEW EDGE WEALTH~INVESTMENT RELATED~PARK CITY, UTAH~INVESTMENT ADVISOR REPRESENTATIVE~MAY 2021~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-12 |
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