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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phx Financial, Inc. | New York | NY | 08/2014 | 12/2024 |
| Innovative Private Wealth Management | Somers | NY | 12/2024 | Present |
PEC EQUITY - OWNER, HOLDING CO FOR TAX PURPOSES, NO COMPENSATION 76 MAIN STREET REALTY CORP, 429 ATLANTIC AVE SUITE 2-A, PRESIDENT, LESS THAN 1 HOUR PER MONTH, NONE DURING MARKET HOURS, REAL ESTATE INVESTMENTS. JD Summit Inc, Treasurer, Partnership, Established for purpose of generating income from none securities investments. Co manger, 4 hours a month, none during market hours. John Properties Inc, President, 358 Juniper Court, Tannersville, PA, 18372. Established for Real Estate investments generating rental Income. 4 hours a month, none during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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