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2 Jericho Plaza Suite 208, Jericho, NY 11753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-22 |
Branch Locations
2 Jericho Plaza Suite 208, Jericho, NY 11753 • 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 |
|---|---|---|---|---|
| Citibank Global Markets | New York | NY | 09/2012 | 10/2021 |
| Opal Wealth Advisors | Jericho | NY | 10/2021 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 10/2021 | Present |
1) 1. Opal Wealth Advisors 2. Investment Related 3. 2 Jericho Plaza Suite 208 Jericho, NY 11753 4. RIA 5. Financial Advisor 6. 07/2021 7. 160 hrs 8. 160 hrs during trading 9. General Wealth Management 2) 1. Fixed Insurance 2. Investment Related 3. 2 Jericho Plaza #208, Jericho NY 11753 4. Fixed / Traditional Insurance 5. Agent 6. 10/22/2021 7. 8 hrs 8. 0 hrs during trading 9. Sales of Fixed / Traditional Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-16 |
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