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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-19 |
| CA | RA | APPROVED | 2022-09-16 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
3071 Highland Ave, Suite 302, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Beverly Hills | CA | 11/2012 | 09/2022 |
| Newedge Securities, Inc | Pittsburgh | PA | 09/2022 | Present |
| Newedge Wealth | Stamford | CT | 09/2022 | Present |
1)LogScaWin20 LLC*No Invest*Isla Vista, CA*Property Owner*1hr per mnth/.25 during work hrs*9/20/20 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: 09/16/2022 3)Fixed insurance and annuity sales*Yes Invest*Fixed annuity rep for existing policy*1 hr per mnth/1 trade*11/16/23 4)KIS Training Studios*No Invest*1/1/25* Redondo Beach CA*My wife and I are taking over ownership of an existing boutique training studio.*Passive Owner*Provide financial backing for costs of the ongoing business*1 Hr per mnth/1 Non trade 5) European Design Collective*No Invest*10/18/24*Redondo Beach CA*My wife is starting a kitchen cabinet design company. I am funding the business with its starting capital.*Silent partner*supply seed capital*1 Hr /0 Trade 6) John Hancock* Yes Invest*11/16/23*CA*Fixed annuity*AGent*Fixed annuity rep for John Hancock*1 Hr trade/1 hr non trade 7)LionsStreet Private Client Group*Yes Invest*11/15/22*Website*Insurance*Agent*I will recommend insurance products to clients, with the help and guidance from LionStreet*5 Hr trade/1 non trade 8)LogScaWin22RB LLC*Yes Invest*8/1/22*Redondo Beach, CA*This is a single purpose LLC that holds a commercial property in Redondo Beach. I own and manage the property*Managing Member*Own and manage property*1 Hr trade/.25 non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-28 |
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