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Current Employers
Onyx Bridge Wealth Group Llc

120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-22
  • NY RA
    APPROVED
    Since 2021-07-22

Branch Locations

120 White Plains Road Suite 115, Tarrytown, NY 10591 • 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 No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2001 → 03/2020
    Ameriprise Financial Services, Inc.
    Tarrytown, NY
  • 03/2020 → 03/2021
    Private Client Services
    Tarrytown, NY
  • 02/2020 → Present
    Tarrytown, NY
  • 04/2021 → 09/2025
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2025 → Present
    Emerson Equity Llc
    San Mateo, CA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-18
  • S66 Uniform Combined State Law Examination
    2002-01-18

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