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One Blue Hill Plaza 1St Floor, Pearl River, NY 10965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-23 |
| NY | RA | APPROVED | 2021-09-03 |
Branch Locations
One Blue Hill Plaza 1St Floor, Pearl River, NY 10965 • United States
3 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 |
|---|---|---|---|---|
| Hudson Valley Wealth Management | Pearl River | NY | 01/2008 | Present |
Hudson Private Corp; Not Investment Related; Start Date: 01/2012; 20 hours per month (20 hours during trading hours); Pearl River, NY; President; Film Production & Finance; Act as Executive Producer on a number of film and television projects. HVTP - HV Treatment Partners; Member; Not Investment Related; 1 Blue Hill Plaza, First Floor Pearl River NY 10965; Description: HVTP is an outpatient treatment facility dedicated to improving the lives of people recovering from drug and alcohol abuse and various other mental health conditions.; Responsibilities: Administrative responsibilities, including, tax, medical records, payroll, billing, and various other administrative work. Professionals in healthcare and coupling handle all of the therapy and treatment offerings; Start date: 2024-09-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-29 |
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