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Advisor at NEW EDGE WEALTH
STAMFORD, CT | New York, NY
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 | May 12, 2025 | n/a | yes | STAMFORD, CT|New York, NY | Current employment |
| NEWEDGE ADVISORS | Bd affiliated wealth | Feb 12, 2024 | Sep 2, 2025 | no | New York, NY|NEW ORLEANS, LA | Previous registration |
| CHESAPEAKE ASSET MANAGEMENT LLC | Independent wealth | Apr 14, 2022 | Feb 16, 2024 | no | NEW YORK, NY | Previous registration |
| CHERRY LANE CAPITAL LLC | n/a | Sep 1, 2017 | Apr 27, 2022 | no | Hoboken, NJ|BOCA RATON, FL|New York, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 17, 2011 | Aug 23, 2017 | no | New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | NEW EDGE WEALTH | Sep 2, 2025 | May 12, 2025 | -113 | Firm change after gap | Ibd to ibd |
| CHESAPEAKE ASSET MANAGEMENT LLC | NEWEDGE ADVISORS | Feb 16, 2024 | Feb 12, 2024 | -4 | Firm change | RIA to ibd |
| CHERRY LANE CAPITAL LLC | CHESAPEAKE ASSET MANAGEMENT LLC | Apr 27, 2022 | Apr 14, 2022 | -13 | Firm change | Other |
| MORGAN STANLEY | CHERRY LANE CAPITAL LLC | Aug 23, 2017 | Sep 1, 2017 | 9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:288397:NY:2017-08-11 | Aug 23, 2017 | Sep 1, 2017 | NEW YORK, NY | Firm change |