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25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-20 |
| NY | RA | APPROVED | 2025-02-18 |
Branch Locations
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Princeton | OR | 08/2019 | 02/2025 |
| Kb Financial Partners, Llc | Princeton | NJ | 08/2019 | 01/2020 |
| Cascadilla Boat Club, Ltd. | Ithaca | NY | 07/2016 | 01/2019 |
| Student | Ithaca | NY | 01/2009 | 06/2019 |
| Ecornell | Ithaca | NY | 12/2015 | 01/2017 |
| Onedigital Investment Advisors | Princeton | NJ | 09/2022 | 02/2025 |
| Maridea Wealth Management Llc | Brooklyn | NY | 02/2025 | Present |
| Maridea Insurance Company, Llc | Brooklyn | NY | 02/2025 | Present |
1) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Henry Ellis-Digital Marketing Consultant; Jersey City, NJ 07307; Digital Marketing; Not investment related; Independent Consultant; Consult sales professionals in non-financial industries on how to implement ai-enabled digital marketing; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-21 |
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