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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-07 |
| TX | RA | APPROVED | 2023-08-07 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| J. Matrik Wealth Management | Elmsford | NY | 12/2003 | Present |
| Kestra Investment Services, Llc. | Elmsford | NY | 12/2003 | 08/2023 |
| Kestra Advisory Services, Llc. | Elmsford | NY | 12/2003 | 08/2023 |
| Mml Investors Services Llc | Elmsford | NY | 08/2023 | Present |
| Massmutual Life Insurance Co | Elmsford | NY | 08/2023 | Present |
(1)Name: J Matrik Wealth Management, LLC Inv rel: Y Add: 565 Taxter Rd 6th Floor Elmsford, NY 10253 Nature: LLC Position: Principal/Founder Start date: 7/10/2023 No hrs/mo: 120 No hrs/mo dur trading: 120 Describe duties: Manage practice and work with clients. (2)Name: Steve Klimaszewski Inv rel: Y Add: At residential address Nature: Outside Insurance Sales Position: Agent Start date: 1/19/2015 No hrs/mo: 5 No hrs/mo dur trading: 0 Describe duties: Life, Disability, Long-Term Care, Fixed Annuities, and Health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-28 |
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