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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-19 |
| NJ | RA | APPROVED | 2024-01-19 |
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
1615 Northern Blvd Suite 305, Manhasset, NY 11030 • 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 |
|---|---|---|---|---|
| Capital One Investing, Llc | Seattle | WA | 05/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Manhasset | NY | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | Present |
1. MULTI FAMILY PROPERTY POSITION: owner NATURE: multifamily rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 1565 Ashland Rd, Greenvale NC 27834 DESCRIPTION: owner 2. STONEBRIDGE WEALTH MANAGEMENTT POSITION: pres. NATURE: I set up a new S corp to eventually replace capital wealth asset management . this is better structure for a 1099 employee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2023 ADDRESS: 965 Ripley Lane, Oyster bay NY 11771 DESCRIPTION: this structure is in place and is used solely for my employment at Woodbury financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-07 |
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