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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| IL | RA | APPROVED | 2025-08-04 |
| AZ | RA | APPROVED | 2025-07-03 |
| NY | RA | APPROVED | 2025-06-26 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Fincl Svcs | Holbrook | NY | 09/2001 | 10/2024 |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | 06/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 06/2025 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 06/2025 | Present |
| Pks Investments | Albany | NY | 07/2025 | Present |
1. ThePartners Wealth Management d/b/a Bianco Wealth Management. Investment related. At registered location. RIA Financial Advisor. Start date: 06/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 06/2025. 2 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
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