Philip Joseph Deangelo

Current Employers

Employment History

• 11/2000 → 06/2024
  Securities America, Inc
  Newburgh, NY
• 05/2000 → Present
  Passante Associates Llc
  Newburgh, NY
• 07/2010 → Present
  Focused Wealth Management, Inc
  Newburgh, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newburgh, NY

Previous Registrations

• 2003-03-20 → 2010-12-21
  Passante Associates Llc
  Highland, NY

Other Businesses

**146 FROZEN RIDGE ROAD LLC. POSITION: owner NATURE: LLC for primary residence INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 146 frozen ridge road, Newburgh NY 12550 DESCRIPTION: primary residence **Real Estate Rental Property/farming (216 route 299) **AMK FLOUR SHOP LLC. POSITION: owner NATURE: Bakery INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 109 Liberty Street, Newburgh NY 12550 DESCRIPTION: passive owner **MSMC BOARD MEMBERSHIP POSITION: Board Member NATURE: Board Member Mount Saint Mary's College INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 03/15/2020 ADDRESS: 330 Powell Avenue, newburgh NY 12550 DESCRIPTION: I will be on the schools investment committee for their foundation, which we do not manage. **FOCUSED WEALTH MANAGEMENT, INC POSITION: Owner/ Managing Director NATURE: Focused Wealth Management, Inc. is a Registered Investment Advisory Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 07/01/2010 ADDRESS: 11 Balmville Road, Suite 2 North, Newburgh NY 12550 DESCRIPTION: Managing Director- Manage and oversee all operations of the firm as the Chief Executive Officer. Chairman of The Investment Committee O.S.J **11 BALMVILLE ROAD LLC. POSITION: owner NATURE: Commercial Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/29/2018 ADDRESS: 11 Balmville Road, Suite 2 North, Newburgh NY 12550 DESCRIPTION: Owner. We are renovating over the course of the year and plan to move our offices there by June 2019. We will then register as the branch office. **FOCUSED FOR FOX POSITION: Fundraiser/Athlete NATURE: Team Fox Fundraiser INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2010 ADDRESS: 11 Balmville Road, Suite 2 North, Newburgh NY 12550 DESCRIPTION: Run marathons and raise money for team fox. **FOCUSED WEALTH MANAGEMENT POSITION: owner NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2007 ADDRESS: 11 Balmville Road, Suite 2 North, Newburgh NY 12550 DESCRIPTION: managing director **PJD ASSET MANAGEMENT POSITION: President NATURE: S Corp for personal compensation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2003 ADDRESS: 11 Balmville Road, Suite 2 North, Newburgh NY 12550 DESCRIPTION: Payroll, Business Related Expenses.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-30