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4259 West Swamp Road Suite 302, Doylestown, PA 18902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-27 |
| PA | RA | APPROVED | 2025-08-27 |
Branch Locations
Port Jefferson Station, NY • United States
4259 West Swamp Road Suite 302, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.W. Roge & Company Inc. | Bohemia | NY | 05/2005 | 09/2016 |
| Northern Lights Distributors, Llc | Omaha | NE | 05/2005 | 09/2016 |
| Td Ameritrade | Melville | NY | 09/2016 | 05/2017 |
| Roberto Wealth Management Llc | Melville | NY | 05/2017 | 01/2018 |
| Lpl Financial, Llc | Riverhead | NY | 01/2018 | 03/2018 |
| Bridgehampton National Bank | Ronkonkoma | NY | 01/2018 | 03/2018 |
| Ameriprise Financial Services Inc | Melville | NY | 03/2018 | 01/2019 |
| Castle Wealth Management | West Palm Beach | FL | 01/2022 | 09/2022 |
| Jp Wealth Management | Mt Pleasant | SC | 05/2021 | 01/2022 |
| Jeffery Roberto Wealth Management | Miller Place | NY | 01/2019 | 05/2021 |
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 09/2022 | 01/2023 |
| Fisher Investments | Tampa | FL | 11/2023 | 11/2023 |
| Ruggiero Investments | West Palm Beach | FL | 02/2023 | 11/2023 |
| Unemployed | Port St. Lucie | FL | 12/2023 | 12/2023 |
| Hudson Academy | Hudson | FL | 01/2024 | 06/2024 |
| Signature One Llc | Venice | FL | 07/2024 | 08/2025 |
| Aventine Financial Group | Doylestown | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-16 |
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