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Wendy Marie Chance

New Edge Wealth

New Albany, OH

Stamford, CT

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Current Employers
New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-02
TX RA APPROVED_RES 2026-07-02
  • OH RA
    APPROVED
    Since 2026-07-02
  • TX RA
    APPROVED_RES
    Since 2026-07-02

Branch Locations

25 Ealy Crossing N , New Albany, OH 43054 • United States

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New Albany OH 05/2013 07/2026
Newedge Wealth Stamford CT 07/2026 Present
  • 05/2013 → 07/2026
    Morgan Stanley
    New Albany, OH
  • 07/2026 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-03
  • S66 Uniform Combined State Law Examination
    2006-04-03
Other Names
  • Wendy M Okeke
  • Wendy Marie Okeke

View on SEC IAPD

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COLUMBUS INVESTMENT ADVISORY INC. · NEW ALBANY, OH
EDWARD JONES · New Albany, OH
COLUMBUS INVESTMENT ADVISORY INC. · New Alany, OH
YFP WEALTH · NEW ALBANY, OH
M HOLDINGS SECURITIES, INC. · New Albany, OH
VELA INVESTMENT MANAGEMENT, LLC · NEW ALBANY, OH
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