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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2023-11-30 |
| PA | RA | APPROVED | 2022-08-01 |
| TX | RA | APPROVED | 2022-08-01 |
Branch Locations
455 Valley Brook Road Suite 100, Mcmurray, PA 15317 • United States
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 |
|---|---|---|---|---|
| Newedge Advisors | Pittsburgh | PA | 10/1985 | 08/2022 |
| Newedge Securities Inc. | Pittsburgh | PA | 10/1985 | Present |
| Strategic Wealth Management | Pittsburgh | PA | 05/1993 | 08/2022 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | 08/2022 |
| Newedge Wealth | Stamford | CT | 08/2022 | Present |
1)Chief Centre LLC*Yes Invest*McMurray PA*Office Building*Managing Member*1/1/02*1hr per mnth/.5 hr during trade* Quarterly meeting on issues regarding maintenance and capital allocation 2)McCall Family Delaware Trust*No Invest*Wilmington, DE*Family Trust*Investment/Distribution Adivsor*1/1/10*0 hours per month*Trust only holds a mortgage on a home purchased in State College PA - annual authorization for payment of Trustee fees. 3)SKB Realty, LLC*Invest Yes*McMurray PA*family who are also clients are investors*Managing Member*1/1/08*1 hr per mnth/.5 during trade*Administration of partnership cash flows and annual tax information. 4) SKB Cumberland, LLC?Investment Related?104 Briarwood Drive McMurray PA 15317 Passive Investment in real estate LP's?Managing Member?Start date 2008?1 hour per month?½ hour per month During Trade Hours?Administration of partnership cash flows and annual tax information 5) Biport Realty, LLC*Invest Yes*McMurray PA*Active and passive real estate investments with family members*Managing member*1/1/17*3 hrs per mnth .5 during trade*Oversight of property manager, administration of cash flows and annual tax information. 6)Bigley Investment Partnership*Invest Yes*McMurray PA*Managing Member - Investment, administration of cash flows, annual tax information. Both myself and my sons have direct ownership interests in the partnership*family members who are also clients are investors*8Hrs per mnth/2 Hr during trade*1/1/11* 7) Barbara Joan Bigley and Thomas George Bigley Irrevocable Trusts?Investment Related? McMurray PA 15317?Parents Irrevocable Trusts? Trustee?Start Date 1997?0 hours per month?.Investment, annual trust tax administration 8)Douglas and Carla Chen Irrevocable Life Insurance Trust*Yes Innest*Gibsonia PA*Irrevocable Life Insurance Trust*Trustee*1/1/19*0 hours per month*Pay semi-annual premiums 9)SKB 3, LLC*Yes Invest*McMurray PA*Managing Member - ownership interest through Bigley Investment Partnership - administration of partnership cash flows and annual tax information*family members who are also clients are investors.*1 Hr per mnth/.5 During Trade*1/1/16 10)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 11.MassMutual*Appointment with MassMutual to participate in life insurance commissions.*Yes Invest*1Hr per mnth/during trade*6/20/23*MassMutual - through Lenox Advisors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-23 |
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