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Martin W Harper

Kingsview Wealth Management, LLC

Melville, NY

Grants Pass, OR

Broadway Financial Management LLC

Roslyn, NY

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Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-08
  • NY RA
    APPROVED
    Since 2021-09-08

Branch Locations

425 Broadhollow Rd Suite 304, Melville, NY 11747 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Broadway Financial Management Llc

Roslyn, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-08
  • NY RA
    APPROVED
    Since 2021-09-08

Branch Locations

Roslyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Resnik & Oppenheim Cpas Jericho NY 12/2018 Present
Broadway Financial Mangement Llc Hicksville NY 10/2012 Present
Kingsview Wealth Management Llc Melville NY 08/2021 Present
Martin Haper Llc Jericho NY 10/2012 12/2018
Kingsview Partners Llc Grants Pass OR 08/2021 Present
  • 12/2018 → Present
    Resnik & Oppenheim Cpas
    Jericho, NY
  • 10/2012 → Present
    Broadway Financial Mangement Llc
    Hicksville, NY
  • 08/2021 → Present
    Kingsview Wealth Management Llc
    Melville, NY
  • 10/2012 → 12/2018
    Martin Haper Llc
    Jericho, NY
  • 08/2021 → Present
    Kingsview Partners Llc
    Grants Pass, OR

View on SEC IAPD

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