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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruderman Asset Management, Llc | Suffern | NY | 03/2015 | 04/2020 |
| Bruderman Brothers Llc | Suffern | NY | 03/2015 | 04/2020 |
| Bronson Meadows Capital Management Llc | Fairfield | CT | 06/2020 | 10/2020 |
| Wealthspire Advisors | Westport | CT | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2005-02-02 |
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