Best Investors Account Sign in
Claim This Profile
Current Employers
Moneco Advisors

2150 Post Road, Suite 201, Fairfield, CT 06824 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-10-01
NY RA APPROVED 2024-10-01
  • CT RA
    APPROVED
    Since 2024-10-01
  • NY RA
    APPROVED
    Since 2024-10-01

Branch Locations

440 Mamaroneck Ave Suite 403, Harrison, NY 10528 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nes Associates, Llc Alexandria VA 10/2010 02/2018
Unemployed Mamaroneck NY 02/2018 10/2018
Lpl Financial, Llc Harrison NY 11/2018 Present
Independent Financial Partners White Plains NY 11/2018 05/2019
Independent Advisor Alliance, Llc Harrison NY 03/2019 09/2024
Moneco Advisors Dba Rightirement Wealth Partners Fairfield CT 10/2024 Present
  • 10/2010 → 02/2018
    Nes Associates, Llc
    Alexandria, VA
  • 02/2018 → 10/2018
    Unemployed
    Mamaroneck, NY
  • 11/2018 → Present
    Lpl Financial, Llc
    Harrison, NY
  • 11/2018 → 05/2019
    Independent Financial Partners
    White Plains, NY
  • 03/2019 → 09/2024
    Harrison, NY
  • 10/2024 → Present
    Moneco Advisors Dba Rightirement Wealth Partners
    Fairfield, CT
Previous Registrations
Other Businesses

1)11/27/2018 - LICENSED ATTORNEY - ALLEN HODYS - 0% - NOT INVESTMENT RELATED - Mamaroneck, NY 10543 2)11/27/2018 - DBA for LPL Business (entity for LPL business) - RIGHTIREMENT WEALTH PARTNERS - INVESTMENT RELATED - WHITE PLAINS, NY 10604 3)11/27/2018 - NOTARY - ALLEN HODYS - 0% - INVESTMENT RELATED - WHITE PLAINS, NY 10604. 4) 1/16/2019 - RIGHTIREMENT WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/27/2018 - 160 Hours Per Month During Securities Trading. 5) 5/30/2019 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 5/30/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 11/29/2019 - RWP Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/02/2019 - 170 Hours Per Month During Securities Trading. 7) 11/18/2024 - Jurs Montgomery Brokerage - Non-Variable Insurance - Investment Related - At Reported Business location(s) - Start Date 04/09/2018 - 3 Hours per month/ 1 hour during Trading 8) 11/18/2024 - MONECO Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - Start Date 10/01/2024 - 160 Hours per month/ 8 hours during Trading 9. 08/01/2025 - MONECO Insurance, LLC - Non-Variable Insurance - Investment Related - At Reported Business location(s) - Start Date 07/01/2025 - 3 Hours per month/ 1 hours during Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-23
  • S66 Uniform Combined State Law Examination
    2018-10-23
Designations
Other Names
  • Al Hodys

View on SEC IAPD

More in Harrison, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor