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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-02 |
Branch Locations
370 Lexington Avenue, Suite 1512, New York, NY 10017 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 02/2013 | 06/2017 |
| Wells Fargo Clearing Services, Llc | New York | NY | 06/2017 | 03/2020 |
| Lpl Financial, Llc | New York | NY | 03/2020 | Present |
| Mpwm Advisory Solutions, Llc | New York | NY | 12/2025 | Present |
1)03/2020 - DBA for LPL Business (entity for LPL business) - Momentum Wealth Advisors - 100% - INVESTMENT RELATED - NEW YORK, NY 10016 2)03/2020 - Non-Variable Insurance - ADAM LEVY - 25% - INVESTMENT RELATED - NEW YORK, NY 10016 3) 2/19/2021 - Momentum Insurance Advisors - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 02/02/2021 - 20 Hours Per Month/4 Hours During Securities Trading - Fixed insurance; fixed life insurance, disability, long term care, health insurance, fixed annuities. 4) 11/11/2022 - Momentum Wealth Advisors - Investment Related - Home Based - Insurance Agency - Start Date: 10/28/2022 - 20 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-21 |
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