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1 East Broward Blvd. Suite 700, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-22 |
Branch Locations
1 East Broward Blvd. Suite 700, Fort Lauderdale, FL 33301 • United States
150 Motor Parkway Suite 309, Hauppauge, NY 11788 • 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 |
|---|---|---|---|---|
| National Securities Corporation | Melville | NY | 04/2014 | 07/2026 |
| Phx Financial, Inc | Hauppauge | NY | 07/2026 | Present |
| Weathervane Asset Management Llc | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-26 |
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