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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-15 |
| NY | RA | APPROVED | 2023-06-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Moneyblock | Chicago | IL | 02/2015 | 12/2018 |
| Wealth Management Centers, Llc | Lakewood Ranch, Fl | FL | 07/2016 | Present |
| Liberty Associates, Inc. | New York | NY | 01/2019 | 12/2021 |
| Us Wealth Management Advisors, Llc | New York | NY | 06/2019 | Present |
| Liberty Associates, Inc. | New York | NY | 04/2024 | Present |
WEALTH MANAGEMENT CENTERS, LLC Investment Related - No Address - 8410 Idlewood Ct, Lakewood Ranch FL 34202 Nature - General business consulting Position/Title - Founder and President Date - January 2003 Hours/Month - 80/month Duties - Provide business clients with general consulting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-20 |
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