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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
2525 Ponce De Leon Blvd, Suite 1080, Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| University Of Florida | Gainesville | FL | 06/2013 | 05/2017 |
| Ubs Financial Services Inc. | Weehawken | NJ | 06/2016 | 01/2022 |
| Newedge Wealth, Llc | Stamford | CT | 01/2022 | Present |
| Newedge Securities, Inc. | Stamford | CT | 01/2022 | Present |
1)NewEdge Wealth, LLC, an IAR. Sales Assistant 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: 01/28/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-05 |
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