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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-06 |
| CT | RA | APPROVED | 2023-04-27 |
| TX | RA | APPROVED_RES | 2023-04-11 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | New York | NY | 07/1992 | 01/2023 |
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 01/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2023 |
| Newedge Wealth | Stamford | CT | 04/2023 | Present |
| Newedge Securities Inc | Pittsburgh | PA | 04/2023 | Present |
1.NewEdge Wealth*Yes Invest*Financial Advisor with NewEdge Wealth*80 per mnt/80 during trade*4/5/23 2.Entrepreneurship at Cornell*No Invest*I will provide advice and guidance to budding entrepreneurs*1hr per mnth/0 trade*3/28/23*Cornell University 3.Cooba Partners LLC*Yes Invest*I am the managing partner of cooba LLC. I own 70% of the LLC assets. I have very limited responsibilities*.05 Hrs per mnth/0 during trade*3/28/23 4.Gratta*No Invest*Associate Client Service*New York, NY*Selling breadcrumbs in NYC*Founder*Getting product into stores*9/1/26*20 Hrs Trade/5 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-28 |
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