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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-06 |
| CT | RA | APPROVED | 2025-12-05 |
| NY | RA | APPROVED | 2021-09-16 |
Branch Locations
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Valhalla | NY | 04/2003 | 09/2021 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 09/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2021 | 07/2024 |
| Feghan And Associates | Valhalla | NY | 12/2005 | 06/2018 |
1) Fixed/Traditional Insurance; Investment Related; 120 White Plains Rd, Ste 115, Tarrytown, NY; Agent; Start Date 10/2021; Appx hours/month: 4; Hours during trading: 4; Duties: Sales 2) RLL Endeavor Corp; Not investment related; Start date 10/2023; 220 Highview Street, Mamaroneck NY 10543; approximate hours 10 hours per month; duties: formed to manage income from business for tax purposes - S Corp. 3) Enrich Your Life; Podcast; Investment Related; Start Date 11/2024; Approx. 5 hrs per month; General education of investments and finance, no specific recommendations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-05 |
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