Michael Richard Passante

Current Employers

Employment History

• 07/2007 → 06/2024
  Securities America, Inc.
  Newburgh, NY
• 11/2010 → Present
  Focused Wealth Management, Inc.
  Newburgh, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newburgh, NY

Other Businesses

***JCM CAPITAL MANAGEMENT POSITION: Owner NATURE: Real Estate Rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 11 Balmville Rd, Newburgh NY 12550, United States DESCRIPTION: Real estate rental property. Manage financial aspects of business ***FOCUSED WEALTH MANAGEMENT POSITION: Director of Financial Planning NATURE: SECURITIES AMERICAS ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE 07/2007 - LOCATED AT11 Balmville Rd Newburgh, NY 12550 INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 07/01/2007 ADDRESS: 11 Balmville Rd, Newburgh NY 12550, United States DESCRIPTION: Invest client retirement, non-retirement accounts, trusts, corporate reserve accounts ***FOCUSED WEALTH MANAGEMENT POSITION: Owner/Employee NATURE: 2)FOCUSED WEALTH MANAGEMENT INC - INSURANCE SLAES - INVESTMENT RELATED - START DATE: 11/2010 - 11 BALMVILLE RD NEWBURGH, NY 12550- TIME SPENT: 5% INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2010 ADDRESS: 11 Balmville Rd, Newburgh NY 12550, United States DESCRIPTION: Sell fixed annuities (sparingly) and term life insurance ***FOCUSED WEALTH MANAGEMENT POSITION: Owner/Employee NATURE: 1)INSURANCE SALES - AGNET - START DATE: 11/2008 - LOCATED AT11 BALMVILLE RD NEWBURGH, NY 12550 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2008 ADDRESS: 11 Balmville Rd, Newburgh NY 12550, United States DESCRIPTION: Sell Term Life policies and fixed annuities where applicable

Exams

• S66 Uniform Combined State Law Examination
  2007-11-01

Designations