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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-07 |
| DE | RA | APPROVED | 2021-03-18 |
| PA | RA | APPROVED | 2021-03-16 |
Branch Locations
57 Saulsbury Road, Dover, DE 19901 • United States
415 Mcfarlan Road Ste 112C, Kennett Square, PA 19348 • United States
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
2 disclosure categories 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. | Kennett Square | PA | 03/2014 | 03/2021 |
| Ameriprise Financial Services, Inc | Kennett Square | PA | 03/2014 | 03/2021 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 03/2021 | Present |
1.) Business Ownership; FCFG; President; It is an entity used only for compensation for me and my empolyees. It has no other purpose or function; Kennett Square, PA 19348; Not Investment Related; Aug 2020; 1 to 9 hours per month; 1-9 during trading hours. 2.) Independent Insurance Brokering; Great American; June 2006/ Fidelity and Guaranty; June 2006/ Mutual of Omaha; Jan 2011/ American Equity; June 2006/ AIG; Jan 2005; Fixed Annuity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-11 |
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