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Current Employers
Carota Wealth Management

Thompsons Station, TN • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2013-06-10
PA RA APPROVED 2013-06-10
  • NJ RA
    APPROVED
    Since 2013-06-10
  • PA RA
    APPROVED
    Since 2013-06-10

Branch Locations

Thompsons Station, TN • United States

39 State Route 12 Suite 2, Flemington, NJ 08822 • United States

Disclosures

1 disclosure category 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deo, La Manna, Deo & Co. West Paterson NJ 08/1993 01/2024
American Portfolios Fincl Svcs Holbrook NY 04/2004 10/2024
Brandywine Financial Group Inc. West Conshocken PA 01/2013 Present
Osaic Wealth, Inc. Sarasota FL 10/2024 10/2024
Bkc, Cpas, Pc Flemington NJ 01/2024 Present
  • 08/1993 → 01/2024
    Deo, La Manna, Deo & Co.
    West Paterson, NJ
  • 04/2004 → 10/2024
    American Portfolios Fincl Svcs
    Holbrook, NY
  • 01/2013 → Present
    Brandywine Financial Group Inc.
    West Conshocken, PA
  • 10/2024 → 10/2024
    Osaic Wealth, Inc.
    Sarasota, FL
  • 01/2024 → Present
    Bkc, Cpas, Pc
    Flemington, NJ
Other Businesses

1.) BKC, CPAs, PC IS AN ACCOUNTING PRACTICE AND IS NOT A SECURITIES RELATED ACTIVITY. THEIR OFFICE HOURS ARE 9-5 PM. MONDAY THROUGH FRIDAY ALL YEAR LONG. MICHAEL DEO IS CERTIFIED PUBLIC ACCOUNTANT (CPA) & PARTNER IN THE PRACTICE. THIS OFFICE COMPLETES TAX RETURNS, PREPARATION OF INCOME TAX STATEMENTS, BALANCE SHEETS, CASH FLOW ANALYSIS & TAX PLANNING, ETC. ALSO DOES BUSINESS CONSULTANTING WHERE HE REVIEWS COMPANY BOOKS & RECORDS, WORKS WITH BUSINESS OWNERS ON PLANS, NOT SECURITIES RELATED, START DATE = 2013, 10 HRS./MO., 10 HRS./MO./MKT. HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-07
  • S65 Uniform Investment Adviser Law Examination
    2013-06-07

View on SEC IAPD

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