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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • 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 |
|---|---|---|---|---|
| Foresters Financial Services | Rochester | NY | 03/2004 | 03/2018 |
| Foresters Advisory Services Llc | Rochester | NY | 10/2015 | 03/2018 |
| Newbridge Securities Corporation | Pittsford | NY | 01/2020 | Present |
| Newbridge Financial Services Group, Inc. | Pittsford | NY | 01/2020 | Present |
| Unemployed | Pittsford | NY | 03/2018 | 01/2020 |
INSURANCE AGENT/INSURANCE SALES: PITTSFORD, NY - 11/2022, LIFE INSURANCE AGENT FOR: LIFE, VARIABLE LIFE/VARIABLE ANNUITIES AND TRAVEL ACCIDENT; EDUCATE CLIENTS ON DIFFERENT TYPES, BENEFITS, PURPOSE OF LIFE INSURANCE PRODUCTS; SELF/INDEPENDENT AGENT; INVESTMENT RELATED; TIME SPENT ON THIS ACTIVITY DURING REGULAR BUSINESS HOURS IS 10-15%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-16 |
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