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292 Main Street First Floor, Suite 1, Cold Spring, NY 10516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-06 |
Branch Locations
292 Main Street First Floor, Suite 1, Cold Spring, NY 10516 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Garrison | NY | 07/2010 | 01/2024 |
| Osaic Wealth, Inc. | Cold Spring | NY | 01/2024 | Present |
1) Lunin-Pack Financial Group, LLC. Position: CEO. Description: Lunin-Pack Financial Group, LLC is the holding company for Lunin-Pack Planning & Advice, LLC, Lunin-Pack Insurance Advisors, LLC, and Lunin-Pack Training & Education, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2015 ADDRESS: 292 Main Street, Suite 1, Cold Spring NY 10516, United States 2) Lunin-Pack Insurance Advisors, LLC, Manager / Insurance Agent; Investment Related: Yes; Address: 292 Main Street, Cold Spring NY 10516;NUMBER OF HOURS 5 DURING SECURITIES TRADING HOURS: 5 3) Lunin-Pack Training & Education, Consultant; Investment Related: No; Address: 292 Main Street, Cold Spring, NY 10516; NUMBER OF HOURS 5 DURING SECURITIES TRADING HOURS: 5 4) LP PROPERTY HOLDINGS, LLC POSITION: Managing Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 292 Main Street, Cold Spring NY 10516 DESCRIPTION: Holding company for office space that is rented out to other businesses. 5) Power of Attorney for Barbara-Jane Frishberg, family member. 6) CO-EXECUTOR OF THE ESTATE OF GLEN DE VRIES POSITION: Co-executor NATURE: Not a business - I am serving as the co-executor of an estate in my individual capacity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/03/2021 ADDRESS: 297 Dennytown Road, Putnam Valley NY 10579-1411, United States DESCRIPTION: Protect, value, and distribute the estate assets according to the instructions in my friend's last will and testament. File required income and estate tax returns. Other duties as may arise in settling the estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-14 |
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