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11 Balmville Rd. Suite 2 North, Newburgh, NY 12550-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
Branch Locations
11 Balmville Rd. Suite 2 North, Newburgh, NY 12550-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Newburgh | NY | 03/2022 | 06/2024 |
| Northwestern Mutual | Poughkeepsie | NY | 01/2021 | 03/2022 |
| State University Of New York New Paltz | New Paltz | NY | 08/2019 | 12/2020 |
| Dutchess Community College | Poughkeepsie | NY | 01/2017 | 05/2019 |
| Double O Grill | Wappingers Falls | NY | 07/2015 | 09/2018 |
| Osaic Wealth, Inc. | Newburgh | NY | 06/2024 | Present |
| Suny New Paltz | New Paltz | NY | 08/2019 | 12/2020 |
| Focused Wealth Management | Newburgh | NY | 03/2022 | 03/2024 |
| Focused Wealth Management, Inc. | Newburg | NY | 03/2024 | Present |
FOCUSED WEALTH MANAGEMENT POSITION: Administrative Associate NATURE: FOCUSED WEALTH MANAGEMENT, INVESTMENT ADVISOR, INVESTMENT ADVISORY, TIME SPENT 100%- INVESTMENT RELATED- 11 BALMVILLE ROAD SUITE 2N, NEWBURGH NY, 12550 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/21/2022 ADDRESS: 11 Balmville Rd, Suite 2N, Newburgh NY 12550 DESCRIPTION: All administrative duties related to the firm. Maria Fernanda Manrique Alvarez is a registered representative at Osaic Wealth, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-13 |
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