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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-18 |
| CA | RA | APPROVED | 2025-12-05 |
| CT | RA | APPROVED | 2025-12-05 |
| FL | RA | APPROVED | 2023-03-30 |
| LA | RA | APPROVED | 2023-03-15 |
| NY | RA | APPROVED | 2023-03-15 |
| TX | RA | APPROVED | 2023-03-15 |
Branch Locations
Boca Raton, FL • United States
Avon, CO • United States
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jrf Asset Advisors Llc | Garden City | NY | 02/2006 | 01/2024 |
| Janover Rubinroit Llc | Garden City | NY | 01/1988 | 12/2024 |
| Bristol Financial Services, Inc. | Plainview | NY | 11/2015 | 01/2017 |
| Katalyst Securities Llc | New York | NY | 01/2018 | 10/2023 |
| Jrf Asset Advisors, Llc. | Garden City | NY | 01/1998 | 10/2023 |
| Jrf Asset Advisors, Llc | Garden City | NY | 01/1988 | 10/2023 |
| Bristol Financial Services, Inc | Plainview | NY | 11/2015 | 12/2016 |
| Onyx Bridge Wealth Group | Tarrytown | NY | 03/2023 | Present |
1) Onyx Bridge Tax Group, LLC; 1101 Wootton Pkwy, Rockville MD; Accounting and tax services; 30 hours per month; during trading hours; not investment related services 2)Oncology Ventures; 758 Verona drive Melville NY 11747; Fractional CFO; investment related; 10 hours per month; during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-28 |
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