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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empire Asset Management Company | New York | NY | 06/2007 | 04/2024 |
| Empire Financial Management Company, Llc | New York | NY | 01/2016 | 05/2024 |
| Innovative Family Office Llc | Park Ridge | NJ | 06/2024 | Present |
| Phx Financial, Inc. | New York | NY | 06/2024 | 06/2024 |
| Innovative Private Wealth Management Inc. | Park Ridge | NJ | 05/2026 | Present |
1) Insurance Agent; Investment-Related; Not actively practicing unless specifically requested by client; Minimal time spent. 2) Innovative Private Wealth Management, Inc.; Investment Related; Park Ridge, New Jersey; RIA; Investment Adviser Representative; Start Date: 05/2026; 160 Hours per month; 160 Hours per month during securities trading hours; Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-07 |
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