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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Private Wealth Management Inc. | Katonah | NY | 01/2023 | Present |
| It Portfolio Advisors | New York | NY | 12/2021 | Present |
| Wolfe Research, Llc | New York | NY | 06/2021 | 12/2021 |
| Mio Partners, Inc. | New York | NY | 10/2018 | 06/2021 |
| Agio | New York | NY | 04/2014 | 10/2018 |
| Broadstreet Family Office Llc | Somers | NY | 09/2023 | Present |
| Broadstreet Family Office Llc | Somers | NY | 01/2024 | Present |
1.) IT Portfolio Advisors; Not Investment Related; 8 Lois Place, Katonah, NY 10536; Technology Consulting; Founder/President; Start Date 12/2021; 80 hours/month; 80 hours/month during securities trading hours; Technology Consultant 2.) INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.; Investment Related; Katonah, NY; RIA; President/CCO/IAR; Start Date 01/2023; Approx. 80 hours/month; 80 hours/month during securities trading hours 3.) Broadstreet Family Office LLC; Investment Related; Somers, NY; RIA; Managing Member/CCO/IAR; Start Date 09/2023; Approx. 80 hours/month; 80 hours/month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-28 |
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