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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-27 |
| FL | RA | APPROVED | 2026-01-29 |
| CT | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED_RES | 2022-08-11 |
| NY | RA | APPROVED | 2021-07-22 |
Branch Locations
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Harrison | NY | 07/2006 | 02/2020 |
| Onyx Bridge Wealth Group | Tarrytown | NY | 01/2020 | Present |
| Private Client Services | Kirkwood | MO | 03/2020 | 04/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | Present |
1) ONYX BRIDGE WEALTH BRIDGE; INVESTMENT RELATED; 120 WHITE PLAINS ROAD, SUITE 115, TARRYTOWN, NY 10591. RIA; INVESTMENT ADVISER REPRESENTATIVE; START DATE: 3/7/2020; 160 HOURS/MO; 8 DURING TRADING HOURS. INVESTMENT MANAGEMENT AND FINANCIAL PLANNING. PORTFOLIO ALLOCATIONS, CREATING FINANCIAL PLANS, INVESTMENTS 2) PKS FINANCIAL; INVESTMENT RELATED; 80 STATE STREET, ALBANY, NY 12207; FIXED/TRADITIONAL INSURANCE; AGENT; START DATE: 4/1/2021; 4 HRS/MTH, 4 HRS DURING TRADING; DUTIES: SALES OF FIXED/TRADITIONAL INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-30 |
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