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607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-14 |
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