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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-11 |
Branch Locations
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | King Of Prussia | PA | 09/2013 | 02/2022 |
| Farmers Financial Solutions | King Of Prussia | PA | 02/2014 | 12/2022 |
| Regulus Financial Group, Llc | Exton | PA | 02/2022 | 01/2026 |
| Regal Investment Advisors | Exton | PA | 09/2025 | 01/2026 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 01/2026 | Present |
Business Name: College Planning Network - Investment Related: No - Address: 120 Arrandale Blvd, Exton, PA - Nature of Business: College planning services - Title or Relationship: COO; Owner - Start Date: 3/1/2019 - Hours per month: 30 - Hours per month during trading hours: 30 - Duties: Manage business operations Business Name: Paradigm Financial Group - Investment Related: Yes - Address: 120 Arrandale Blvd, Exton, PA - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Insurance - Title or Relationship: COO, Owner - Start Date: 5/01/2023 - Hours per month: 120 - Hours per month during trading hours: 80 - Duties: Provide financial and insurance services. Business Name: McCarter Kozak Agency - Investment Related: No - Address: 120 Arrandale Blvd, Exton, PA - Nature of Business: Property & Casualty Insurance Agent - Title or Relationship: License Only Agent (P&C) - Start Date: 06/01/2012 - Hours per month: 40 - Hours per month during trading hours: 40 - Duties: Refer Business to agency to address client property and casualty business only. Business Name: Elite Collegiate Planning - Investment Related: No - Address: 120 Arrandale Blvd, Exton, PA - Nature of Business: College planning services - Title or Relationship: COO; Owner - Start Date: 4/1/2013 - Hours per month: 30 - Hours per month during trading hours: 30 - Duties: Manage business operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-04 |
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