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25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-21 |
Branch Locations
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Bend, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maridea Wealth Management Llc | Bend | OR | 02/2025 | Present |
| Maridea Insurance Company, Llc | Bend | OR | 01/2025 | Present |
| Rocky Mountain Running Company, Llc | Fort Collins | CO | 12/2015 | 12/2020 |
| The Financial Lab | Bend | OR | 01/2005 | 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) The Financial Lab; Not investment-related; Same address; Contract accounting services; President; Accounting and tax return preparation services; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
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