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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 |
| NY | RA | APPROVED | 2024-01-02 |
| CT | RA | APPROVED | 2023-04-04 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | New York | NY | 01/2015 | 12/2018 |
| U.S. Bank | New York | NY | 01/2015 | 12/2018 |
| Hightower Securities Llc | New York | NY | 12/2018 | 03/2023 |
| Hightower Advisors Llc | New York | NY | 12/2018 | 03/2023 |
| Newedge Wealth | Stamford | CT | 03/2023 | Present |
| Newedge Securities, Inc | Pittsburgh | PA | 03/2023 | Present |
1. NewEdge Wealth*Yes Invest*Principal with NewEdge Wealth*80 per mnth/80trade*3/29/23*Stamford, CT 2.Jewish Communal Fund*Trustee of the Jewish Communal Fund (JCF),Vice President and Chair of the Nominating Committee a donor advised fund. Member of the Investment Committee of JCF.*No invest*5 Hrs per mnth/1 trade*3/30/23
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-30 |
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