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Advisor at NEW EDGE WEALTH
STAMFORD, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| NEW EDGE WEALTH | Bd affiliated wealth | Feb 23, 2026 | n/a | yes | STAMFORD, CT | Current employment |
| MORGAN STANLEY | Wirehouse | Oct 9, 2015 | Feb 25, 2026 | no | New York, NY|New York, NY|New York, NY|Boston, MA | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Oct 13, 2008 | Nov 5, 2015 | no | NEW YORK, NY|GREENWICH, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | NEW EDGE WEALTH | Feb 25, 2026 | Feb 23, 2026 | -2 | Firm change | Wirehouse to ibd |
| CREDIT SUISSE SECURITIES (USA) LLC | MORGAN STANLEY | Nov 5, 2015 | Oct 9, 2015 | -27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:307771:MA:2026-02-25 | Feb 25, 2026 | Feb 23, 2026 | BOSTON, MA | Firm change |
| 816:149777:CT:2015-11-05 | Nov 5, 2015 | Oct 9, 2015 | GREENWICH, CT | Firm change |