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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-24 |
Branch Locations
8634 Ellard Drive, Alpharetta, GA 30022 • 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 |
|---|---|---|---|---|
| Edge Advisors | Atlanta | GA | 08/2010 | 07/2018 |
| Edge Capital Group, Llc | Atlanta | GA | 08/2018 | 07/2022 |
| Keelan Capital L.L.C. | Alpharetta | GA | 07/2022 | Present |
| Roswell Housing Authority | Roswell | GA | 04/2024 | 04/2025 |
| Newedge Wealth | Stamford | CT | 04/2025 | Present |
April 2024 - Present: Board member, Roswell Housing Authority, Roswell, GA, board that oversees affordable and public housing in Roswell, GA; Two hours dedicated per month, and all during securities trading hours. Non-investment related
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