James Fred Berquist

Current Employers

Employment History

• 04/1990 → Present
  Newedge Securities Inc
  Pittsburgh, PA
• 05/1993 → 08/2022
  Strategic Wealth Management
  Pittsburgh, PA
• 11/2021 → 08/2022
  Newedge Advisors, Llc.
  New Orleans, LA
• 08/2022 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2021-11-01 → 2022-08-02
  Newedge Advisors
  New Orleans, LA
  Mcmurray, PA
• 1992-08-20 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Mcmurray, PA

Other Businesses

1.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: 07/31/2022 2.The Little Lake Theater*No Invest*5/30/2025*Canonsburg, PA*Principal*I have been asked to be on the Board of Directors for The Little Lake Theater, a regionally acclaimed theater company putting on a mix of classics and contemporary productions*A member of the Board of DirectorsI will be on the BOD and perhaps on a committee. I do not know what my responsibilities will be but it is not a time consuming position*3 Hrs trade/0 Non trade 3.McMurray Capital Partners, LP*Yes Invest*7/31/2022*Pittsburgh, PA*PrincipalReal Estate Investing*Partner*1 Hr trade/1 non trade 4.Buccaneer Partners, LP*No Invest*7/31/2022*Pittsburgh, PA*Principal* 0 Trade/0 Non trade 5.Samaritan Foundation Board of Directors*Yes Invest*7/31/2022*Pittsburgh, PA*PrincipalSamaritan Foundation*Manager*I do not receive any direct compensation but am paid to manage the Endowment Fund* 1 Hr trdae/0 non trade 6. MTC Development, LLC*Yes Invest*7/31/2022*McMurray, PA*PrincipalInvestment partnership which owns 453 Valley Brook Road. While I am the Managing Member I am not a shareholder or partner. MCP is the equity owner*Managing MemberInvestment partnership which owns 453 Valley Brook Road. While I am the Managing Member I am not a shareholder or partner. MCP is the equity owner* O hr trade/0 Non trade 7. Chief Centre LLC*Yes Invest*7/31/2022*McMurray, PA*Principal*This is the building in which our office is located. McMurray Capital Partners (MCP) is the equity partner of this investment and I am a partner in MCP.*Partner*This is the building in which our office is located. McMurray Capital Partners (MCP) is the equity partner of this investment and I am a partner in MCP* 0 Hr trade/0 non trade

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-12
• S63 Uniform Securities Agent State Law Examination
  1980-10-20

Other Names

• Jim Berquist