Marshall Holt Gilman

Current Employers

Onyx Bridge Wealth Group Llc

120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-02-18
FL	RA	APPROVED	2026-01-30
TX	RA	APPROVED_RES	2025-12-08
NY	RA	APPROVED	2022-10-13

NJ RA
APPROVED

Since 2026-02-18
FL RA
APPROVED

Since 2026-01-30
TX RA
APPROVED_RES

Since 2025-12-08
NY RA
APPROVED

Since 2022-10-13

Branch Locations

Port St. Lucie, FL • United States

120 White Plains Road Suite 115, Tarrytown, NY 10591 • 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 No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Securities Service Network, Inc	Nesconset	NY	10/2013	03/2017
Ssn Advisory , Inc	Nesconset	NY	10/2013	03/2017
Purshe Kaplan Sterling Investments	Albany	NY	03/2017	08/2018
Foresight Wealth Management, Llc	Bardonia	NY	08/2016	11/2022
Onyx Bridge Wealth Group	Tarrytown	NY	10/2022	Present

10/2013 → 03/2017

Securities Service Network, Inc

Nesconset, NY
10/2013 → 03/2017

Ssn Advisory , Inc

Nesconset, NY
03/2017 → 08/2018

Purshe Kaplan Sterling Investments

Albany, NY
08/2016 → 11/2022

Foresight Wealth Management, Llc

Bardonia, NY
10/2022 → Present

Onyx Bridge Wealth Group

Tarrytown, NY

Previous Registrations

2021-03-20 → 2022-11-07

Foresight Wealth Management, Llc

Bardonia, NY
2013-10-10 → 2016-09-07

Ssn Advisory, Inc.

Hauppauge, NY

Woodcliff Lake, NJ

Other Businesses

1. FIXED INSURANCE SALES- 455 Route 304, Bardonia, NY 10954 - 10/2013 START - NIR - FIXED INSURANCE SALES - DETERMINE CLIENTS NEEDS FOR LIFE, HEALTH, LTC, P&C, DISABILITY INSURANCE AND MAKE RECOMMENDATIONS - PRIVATE CORP - 50 HRS/MO TRADING 2. CONSULTING - 455 Route 304, Bardonia, NY 10954 - 2011 START DATE - NIR - BUSINESS RE ORGANIZATION CONSULTING - PRIVATE CORP - 0 HRS/MO TRADING 3. IAR ONYX BRIDGE WEALTH GROUP - INVESTMENT RELATED BUSINESS - 120 White Plains Road, Suite 115 Tarrytown, NY 10591 - 80 HRS PER MONTH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-05-19
S63	Uniform Securities Agent State Law Examination	1993-08-27

S65 Uniform Investment Adviser Law Examination

2009-05-19
S63 Uniform Securities Agent State Law Examination

1993-08-27

Designations

View on SEC IAPD