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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
| FL | RA | APPROVED | 2026-01-30 |
| NJ | RA | APPROVED | 2025-12-19 |
| NH | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2022-08-11 |
| NY | RA | APPROVED | 2021-07-22 |
Branch Locations
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rye Brook | NY | 12/2013 | 02/2020 |
| Onyxbridge Wealth Group | Tarrytown | NY | 03/2020 | Present |
| Private Client Services | Kirkwood | MO | 03/2020 | 03/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | Present |
1) Fixed Insurance; Investment Related; 120 White Plains Road, Suite 115, Tarrytown, NY 10591. Fixed/Traditional Insurance; Title: Agent; Start Date: 3/1/2021; Appx hours/month: 4; hours during trading: 4; Duties: Sales of Fixed/Traditional Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-31 |
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