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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED_RES | 2026-01-05 |
| NY | RA | APPROVED | 2025-12-03 |
Branch Locations
6177 Lungo Lago Drive, Sarasota, FL 34241 • 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 |
|---|---|---|---|---|
| Nuveen Securities, Llc | Chicago | IL | 05/2011 | 03/2018 |
| Lord, Abbett & Co. Llc | Chicago | IL | 03/2018 | 06/2019 |
| Summit Trail Advisors, Llc | New York | NY | 06/2019 | 11/2025 |
| Summit Trail Securities, Llc | New York | NY | 06/2019 | 11/2025 |
| Newedge Securities Inc | Pittsburgh | PA | 12/2025 | Present |
| Newedge Wealth | Stamford | CT | 12/2025 | Present |
1)Summit Trail Securities, LLC, Investment-Related, 2 Grand Central Tower, 140 E. 45th Street, New York, NY, USA, 10017, Broker Dealer, Registered Representative, 06/2019, Less than 10% of time. 2)Summit Trail Advisors, Investment-Related, 2 Grand Central Tower, 140 E. 45th Street, New York, NY, USA, 10017, RIA, Principal, 06/2019, 90% of time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-20 |
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