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370 Lexington Avenue Suite 1512, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-02 |
Branch Locations
370 Lexington Avenue Suite 1512, New York, NY 10017 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | New York | NY | 03/2010 | Present |
| Mpwm Advisory Solutions, Llc | New York | NY | 01/2021 | 01/2026 |
| Manhattan Wealth Management Group | New York | NY | 03/2010 | Present |
| Mwmg Advisors, Llc | New York | NY | 08/2025 | Present |
(1) 02/23/2010: MANHATTAN WEALTH MANAGEMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 04/18/2012: WMG FINANCIAL ADVISORS - Business Entity For Tax/Investment Purposes Only - Investment Related - NO TIME SPENT - CHANGE FROM A SOLE PROP TO AN LLC FOR TAX/LEGAL PURPOSES (3) 10/25/2013 - No Business Name - Investment Related - Non-Variable Insurance - Time Spent 1% (4) 02/19/2026 - MWMG Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/05/2025 - 160 Hours Per Month/During Trading - I provide investment advisory services through MWMG Advisors, Inc., an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-24 |
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