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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monarch Business And Wealth Management Llc | Ny | NY | 12/2008 | 12/2021 |
| Monarch Advisory, Llc | New York | NY | 03/2017 | 02/2020 |
| Regal Wealth Management, Llc | New York | NY | 08/2019 | 12/2021 |
| Mai Capital Management | New York | NY | 12/2021 | Present |
MONARCH BUSINESS AND WEALTH MANAGEMENT LLC INVESTMENT-RELATED ACTIVITY- LOCATED AT 450 PARK AVENUE, SUITE 1002, NY, NY 10022 - ACCOUNTING AND BUSINESS SERVICES - MR. KLARBERG IS THE MANAGING MEMBER SINCE APPROXIMATELY DECEMBER OF 2010 AND SPENDS APPROXIMATELY 120 HOURS PER MONTH DURING SECURITIES TRADING HOURS MANAGING THIS ENTITY. MR. KLARBERG ALSO RECEIVES COMPENSATION FROM HIS OTHER INVESTMENT RELATED ACTIVITIES THROUGH THIS ENTITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-08 |
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