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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| LA | RA | APPROVED | 2021-10-27 |
| NJ | RA | APPROVED | 2021-01-22 |
| TX | RA | APPROVED_RES | 2019-10-25 |
| CA | RA | APPROVED | 2019-04-02 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
135 Chestnut Ridge Road, Suite 200, Montvale, NJ 07645 • United States
Winter Garden, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Aurora Capital Llc | New York | NY | 01/2006 | 07/2019 |
| Holly Street Wealth Advisors | Chestnut Ridge | NY | 02/2019 | 07/2019 |
| Newbridge Securities Corporation | Chestnut Ridge | NY | 04/2019 | Present |
| Newbridge Financial Services Group | Boca Raton | FL | 04/2019 | Present |
| Strategy Asset Managers L.L.C | Woodcliff Lake | NJ | 05/2019 | 07/2019 |
1) MAHONEY ASSET MANAGEMENT (DBA): 3/2019, NEW YORK, PROVIDE FINANCIAL AND INSURANCE SERVICES. 2) INSURANCE: INSURANCE LICENSED AGENT, ACCIDENT AND HEALTH OR SICKNESS, LIFE, VARIABLE LIFE, VARIABLE ANNUITY. 3) AUTHOR: MY NEW BOOK TITLED "10 THINGS TO DO BEFORE YOU RETIRE" - 1/2020, PROCEEDS FROM BOOK SALES. 4) KRM REALTY: OWN REAL ESTATE/RENTAL INCOME, 02/2020- OWN A BUILDING IN CT. 5) KD INTERNATIONAL GROUP REALTY INC.: 2/2019- SECRETARY; CO-SIGNER ON A BANK PROPERTY LOAN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-01 |
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