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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
1111 Brickell Avenue 10Th Floor, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Genesis Investment Advisors | Coral Gables | FL | 10/2008 | 11/2017 |
| Genesis Fund Management Llc | Coral Gables | FL | 06/2010 | 11/2017 |
| Lincoln Financial Advisors, Inc | Manhattan Beach | CA | 05/2018 | 09/2020 |
| Unemployed | Los Angeles | CA | 11/2017 | 05/2018 |
| Boston Private Wealth Llc | Miami | FL | 11/2020 | 10/2021 |
| New Edge Wealth | Stamford | CT | 10/2021 | Present |
| Newedge Securities, Inc. | Stamford | CT | 03/2022 | Present |
1)NewEdge Wealth, LLC, an IAR. Investment Professional 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: 10/4/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-27 |
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