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111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-21 |
| NY | RA | APPROVED | 2023-06-20 |
Branch Locations
7448 Amboy Road, Staten Island, NY 10307 • United States
111 Grove Street Suite 203, Montclair, NJ 07042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Idb Bank | New York | NY | 03/2009 | 09/2020 |
| The Roosevelt Investment Group, Llc | New York | NY | 12/2020 | 06/2023 |
| Lombardi Wealth Advisors, Llc | Staten Island | NY | 11/2020 | 01/2021 |
| Cipw Service Company, Llc | New York City | NY | 01/2022 | 06/2023 |
| Ci Roosevelt Private Wealth | Staten Island | NY | 02/2023 | 06/2023 |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 06/2023 | Present |
1) UASMBDY LLC; Non- Investment Related; Address: 3191 Richmond Road, Staten Island, NY 10306; Nature of Business: Real Estate Development Company; Position: Partner; Title: General Partner; Start Date: 01/01/2010; Hours Per Month: 10; Hours per Mont During Trading Hours: 1; Duties & Responsibilities: Actively engaged in real estate selection and financing decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-03 |
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