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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
| DC | RA | APPROVED | 2018-11-07 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
1501 Broadway Suite 1610, New York, NY 10036 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Capital Management Llc | New York | NY | 03/2015 | 10/2018 |
| Newbridge Financial Services Group | New York | NY | 10/2018 | 10/2018 |
| Newbridge Financial Services Group | New York | NY | 10/2018 | Present |
| Newbridge Securities Corporation | New York | NY | 11/2019 | 01/2021 |
FLUSHING YMCA - 138-46 NORTHERN BLVD, FLUSHING, NY 11354 - NONPROFIT ORGANIZATION - 07/17/2026 - CHAIRMAN OF THE BOARD OF DIRECTORS - ON-GOING -I SERVE AS A BOARD DIRECTOR ON THE FLUSHING (QUEENS, NYC) YMCA I DO NOT CONDUCT ANY SECURITY/FINANCIAL RELATED BUSINESS. I SIMPLY VOLUNTEER AND HELP OUT SOME OPERATIONS OF FLUSHING YMCA, SUCH AS PLANNING FOR SUMMER CAMP, GYM MEMBERSHIP ETC ... I JUST MAKE SURE I SHOW UP IN THE BOARD MEETINGS, WHICH IS ONCE EVERY 2 MONTHS. I DO NOT GET INVOLVED IN ANY "MATERIAL" YMCA OPERATIONS; I DO NOT GET INVOLVED IN THEIR FINANCIAL OPERATIONS. I, ALONG WITH ALL OTHER 'BOARD DIRECTORS', JUST VOLUNTEER OUR TIME TO HELP OUT SOME PROGRAM OPERATIONS, SUCH AS DONATING CLOTHS/FOODS TO CHILDREN.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-05 |
| S66 | Uniform Combined State Law Examination | 2005-09-14 |
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