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25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-01 |
Branch Locations
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
3009 Napier Park, Shavano Park, TX 78231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwich | CT | 02/2015 | 09/2017 |
| Advice And Planning Services | San Antonio | TX | 10/2017 | 11/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Antonio | TX | 09/2017 | 11/2024 |
| Maridea Wealth Management Llc | Shavano Park | TX | 11/2024 | Present |
| Maridea Insurance Company, Llc | Shavano Park | TX | 11/2024 | Present |
| Private Client Services | San Antonio | TX | 04/2025 | Present |
1) Maridea Insurance Company, LLC; investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 2) Maridea Wealth Management dba VitalStone Financial; investment-related; 25 Kent Ave, Suite 401, Brooklyn, NY 11249; registered investment adviser firm; investment adviser representative; start date 11/2024; 20 hours per month; 2 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-16 |
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