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25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
3009 Napier Park, Shavano Park, TX 78231 • United States
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services, Inc. | San Antonio | TX | 01/2015 | 03/2017 |
| Massmutual Life Insurance Company | San Antonio | TX | 07/2016 | 09/2020 |
| Mml Investors Services, Llc | San Antonio | TX | 03/2017 | 10/2020 |
| Private Client Services, Llc | San Antonio | TX | 10/2020 | Present |
| Vitalstone Financial, Llc | Shavano Park | TX | 10/2020 | Present |
| Maridea Wealth Management Llc | San Antonio | TX | 09/2024 | Present |
| Maridea Insurance Company, Llc | San Antonio | TX | 09/2024 | Present |
| Mml Investors Services, Llc | San Antonio | TX | 03/2017 | 10/2020 |
| Msi Financial Services, Inc. | San Antonio | TX | 01/2015 | 03/2017 |
1) VitalStone Financial, LLC; DBA for Maridea Wealth Management LLC; effective 09/2024. Time spent: 40 hours/ week 2) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Maridea Wealth Management LLC; Investment-related; 25 Kent Avenue Suite 401, Brooklyn, NY 11249; Registered Investment Adviser; Start date: 09/2024; Investment advisory services offered through Maridea Wealth Management LLC. Mr. Jedrziewski serves as an Investment Adviser Representative for Maridea Wealth Management LLC since 09/2024. 4) Mr. Jedrziewski is registered with Private Client Services, LLC ("PCS") and Maridea Wealth Management LLC ("Maridea"). Mr. Jedrziewski has served as a registered representative with PCS since 10/2020, has served as an investment advisor representative with Maridea since 09/2024. Business is conducted from 3009 Napier Park, Shavano Park, TX. Approximately 90% of Mr. Jedrziewski's time is for services as an investment advisor representative and the balance as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-18 |
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