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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| NJ | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
111 State Route 31 Suite 214, Flemington, NJ 08822 • United States
Jupiter, FL • 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 |
|---|---|---|---|---|
| Rosenblum & Co./Jupiter Tax Center | Whitehouse Sta | NJ | 07/1981 | Present |
| Sii Investments, Inc. | Jupiter | FL | 01/1999 | 12/2017 |
| Lpl Financial, Llc | Jupiter | FL | 12/2017 | Present |
| Sagepoint Financial, Inc | Jupiter | FL | 01/2021 | 09/2023 |
| Osaic Wealth, Inc. | Jupiter | FL | 09/2023 | Present |
1. ROSENBLUM WEALTH MANAGEMENT POSITION: President NATURE: Corporation used to pay staff salary and office expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 4495 Military Trail, Suite 102, Jupiter FL 33458 DESCRIPTION: Manage office expenses and salaries. 2. LEE ROSENBLUM (REAL ESTATE AGENT) POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1986 ADDRESS: 4495 Military Trail, Suite 102, Jupiter FL 33458 DESCRIPTION: I hold a real estate license once in awhile I work on a referral basis. 3. LEE ROSENBLUM (INSURANCE AGENT) POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1986 ADDRESS: 4495 Military Trail, Suite 102, Jupiter FL 33458 DESCRIPTION: Insured sales, receive commissions on fixed annuities outside of broker dealer. 4. Jupiter Tax Center POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1992 ADDRESS: 33458 Military Trail, Suite 102, Jupiter FL 33458 DESCRIPTION: Tax Preparation 5. LEE ROSENBLUM POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 4495 Military Trail, Suite 102, Jupiter FL 33458 DESCRIPTION: Rental of real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-06 |
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