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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-27 |
| NY | RA | APPROVED | 2022-07-20 |
Branch Locations
425 Broadhollow Rd. Suite 325, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | Melville | NY | 09/2014 | 07/2022 |
| National Asset Management | Melville | NY | 10/2015 | 07/2022 |
| Arete Wealth Management Llc | Chicago | IL | 07/2022 | Present |
| Arete Wealth Advisors Llc | Chicago | IL | 07/2022 | Present |
Saranac Advisors, Inc. dba. Securities and Advisory business, 160 hours per month during trading hours, Start date: 10/2024. Saranac Tax Services LLC. Tax Preparation services, 60 Hours per month, 10 during trading hours. Start date: 10/2024. CLEAN EARTH CLOTHING BINS: CLOTHING RECYCLING; OWNER; MASSAPEQUA, NY; 4 HRS/MTH; NOT INVESTMENT RELATED. NEWGEN PLACEMENTS, LLC: RECRUITMENT FIRM; PARTNER; MELVILLE, NY; 4-10 HRS/MTH; NOT INVESTMENT RELATED. FINCADIA LLC: DBA; REGISTERED REP/ADVISOR; MELVILLE, NY; START DATE 07/2022; FULL TIME; INVESTMENT RELATED. FINCADIA WEALTH MANAGEMENT LLC: DBA; REGISTERED REP/ADVISOR; MELVILLE, NY; START DATE 07/2022; FULL TIME; INVESTMENT RELATED. FINCADIA CAPITAL PARTNERS LLC: DBA; REGISTERED REP/ADVISOR; MELVILLE, NY; START DATE 07/2022; FULL TIME; INVESTMENT RELATED. FINCADIA TAX SERVICES LLC: TAX PREPARATION SERVICES; CONTRACTOR; NY, NY; START DATE 11/2023; 20 HRS/MTH; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-04 |
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