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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-28 |
Branch Locations
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bar Louie | The Woodlands | TX | 03/2016 | 06/2017 |
| Aurelia Weems, Cpa | Conroe | TX | 01/2017 | 06/2017 |
| Sagepoint Financial, Inc. | The Woodlands | TX | 06/2017 | 09/2022 |
| Onyx Bridge Wealth Group | Tarrytown | NY | 09/2022 | Present |
1. INDEPENDENT INSURANCE POSITION: Independent Insurance Agent NATURE: Providing insurance needs for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2019 ADDRESS: 25311 Doyle Sands Ct, Spring TX 77389, United States DESCRIPTION: Review Insurance 2. Owner; Schlanger Capital Management LLC; Not Investment Related; Spring, TX; Set up to run business related income - S corp; Start Date 09/2022; Approx. 10 hours per month/not during trading hours 3. Adjunct Professor; Lonestar College System; Not investment Related; Montgomery, TX; Start Date 9/2024; Approx. 10 hrs per month, not during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-20 |
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