Best Investors
Account
Sign in
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-22 |
Branch Locations
120 White Plains Road Suite 115, Tarrytown, NY 10591 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tarrytown | NY | 10/2001 | 03/2020 |
| Private Client Services | Tarrytown | NY | 03/2020 | 03/2021 |
| Onyx Bridge Wealth Group, Llc | Tarrytown | NY | 02/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | 09/2025 |
| Emerson Equity Llc | San Mateo | CA | 09/2025 | Present |
1) ONYX BRIDGE RETIREMENT GROUP-NOT INVESTMENT RELATED, 120 WHITE PLAINS ROAD TARRYTOWN, NY 10591, THIRD PARTY ADMINISTRATOR FOR RETIREMENET PLANS, OWNER, NO DUTIES, 2 HRS MONTHLY, 2 HRS MONTHLY DURING SECURITIES TRADING HOURS, 09/2025 2) ONYX BRIDGE TAX GROUP-NOT INVESTMENT RELATED, 120 WHITE PLAINS ROAD TARRYTOWN, NY 10591, TAX AND ACCOUNTING FIRM, OWNER, MANAGE TAX AND ACCOUNTING FIRM, 2 HRS AND 2 HRS DURING SECURITIES TRADING HOURS, 09/2025 3) ONYX BRIDGE WEALTH GROUP-INVESTMENT RELATED, 120 WHITE PLAINS ROAD TARRYTOWN, NY 10591, REGISTERED INVESMENT ADVISOR, CEO/OWNER, STRATEGY AND GROWTH INITIATIVES, MANAGING COMPANY(HR, TECHNOLOGY, COMPLIANCE AND EXECUTIVE DUTIES), 160 HRS MONTHLY 130 HRS DURING SECURITIES TRADING HOURS, 02/2020 4) JMC REDBUD LLC-INVESTMENT RELATED, 6 KOPAC LANE, PALISADES, NY 10964, REAL ESTATE HOLDINGS, MEMBER, I PERFORM NO DUTIES, MEMBER ONLY, 0 HRS, 0 HRS DURING SECURITIES TRADING HOURS, 12/2020 5) JMC HOLDINGS GROUP, LLC-INVESTMENT RELATED, 6 KOPAC LANE, PALISADES, NY 10964, LLC FOR INVESTMENT PROPERTY, MEMBER, I PERFORM NO DUTIES, PASSIVE INCOME, 0 HRS, 0 HRS DURING SECURITIES TRADING HOURS, 05/2019 6) FIXED INSURANCE AND ANNUITIES-INVESTMENT RELATED, 120 WHITE PLAINS ROAD, TERRYTOWN, NY 10591, FIXED INSURANCE AND ANNUITIES, I DON'T ACTIVELY SERVICE CLIENTS ANYMORE BUT ONCE IN A WHILE THERE IS A CLIENT THAT I WILL, 5 HRS MONTHLY, 5 HRS DURING SECURITIES TRADING HOURS, 03/2021 7) 1 KARI HOLDINGS, LLC-INVESTMENT RELATED, 1 KOPAC LANE, PALISADES, NY 10964, LLC FOR COMMERCIAL REAL ESTATE INVESTMENT, MEMBER, PERSONAL REAL ESTATE INVESTMENTS, PERFORM NO DUTIES, PASSIVE INCOME, 0 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS, 02/2022 8) Emerson Equity; Investment Related; 155 BOVET ROAD, SUITE 725 SAN MATEO, CA 94402 US; Securities transactions; Registered Representative; 09/2025; 10 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
Reach out to this advisor