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Current Employers
Thepartners Wealth Management

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-13
  • CA RA
    APPROVED
    Since 2026-02-13

Branch Locations

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Jericho, NY • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Portfolios Finanical Services, Inc. Holbrook NY 11/2010 09/2024
Hilton Capital Management Garden City NY 09/2024 06/2025
Thepartners Wealth Management Carmel By The Sea CA 06/2025 10/2025
Thepartners Wealth Management Carmel By The Sea CA 10/2025 03/2026
Thepartners Wealth Management Carmel By The Sea CA 03/2026 Present
Previous Registrations
  • 2010-11-24 → 2024-09-16
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2006-08-31 → 2008-12-04
    Jersey City, NJ
    Nyc, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-20
S63 Uniform Securities Agent State Law Examination 1993-01-22
  • S65 Uniform Investment Adviser Law Examination
    1995-09-20
  • S63 Uniform Securities Agent State Law Examination
    1993-01-22

View on SEC IAPD

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