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Current Employers
Oxinas Partners Wealth Management

607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-02
  • NY RA
    APPROVED
    Since 2021-12-02

Branch Locations

607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States

90 N. Broadway Suite 213, Irvington, NY 10533 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Latham NY 06/2001 03/2018
Oxinas Partners, Llc D/B/A Oxinas Partners Wealth Management Irvington NY 07/2019 Present
Unemployed Scarsdale NY 04/2018 06/2019
  • 06/2001 → 03/2018
    Waddell & Reed, Inc
    Latham, NY
  • 07/2019 → Present
    Oxinas Partners, Llc D/B/A Oxinas Partners Wealth Management
    Irvington, NY
  • 04/2018 → 06/2019
    Unemployed
    Scarsdale, NY
Previous Registrations
  • 2013-11-07 → 2018-03-08
    Waddell & Reed
    New Rochelle, NY
    New York, NY
    Morristown, NJ
    Charleroi, PA
    New York, NY
    Morristown, NJ
    Stamford, CT
    Latham, NY
    Hamden, CT
Other Businesses

(1) Licensed Insurance Agent; Not investment-related; Irvington, NY; Insurance sales; Insurance Agent; 01/2002; Five hours per month, all of which are during securities trading hours; Implementations of insurance recommendations. (2) Gurvitch Realtors; Not investment-related; Brooklyn, NY; Real Estate Property Services Firm; Owner; 12/2005; Two hours per month, none of which are during securities trading hours; Data gathering, analysis, and prepare real estate property filings. (3) Masana Growth Group; Not investment-related; Brooklyn, NY; General Partner and Managing Member; 06/1983; One hour per month, which is not during securities trading hours. (4) Spigurose; Not investment-related; Ukiah, CA; Real estate holding company; Limited Member of LLC; 06/1998; Zero hours per month and zero hours during securities trading hours; Owners and managers of commercial real estate. (5) SDG Asset Management Group, LLC; Investment-Related; Irvington, NY; SDG Asset Management, Group, LLC is a d/b/a under Oxinas Partners, LLC; Investment Advisory Services; Owner; 07/2019; One-hundred and forty hours per month, all of which are during securities trading hours; Management and administration of the LLC and wealth management services for clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-01
S63 Uniform Securities Agent State Law Examination 2001-08-14
  • S65 Uniform Investment Adviser Law Examination
    2021-12-01
  • S63 Uniform Securities Agent State Law Examination
    2001-08-14
Other Names
  • Samuel Gurvitch
  • Sam Gurvitch

View on SEC IAPD

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