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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-16 |
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 |
|---|---|---|---|---|
| Sagepoint Financial | Spring | TX | 11/2010 | 01/2022 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 02/2022 | Present |
| Save Advisers Llc | Houston | TX | 12/2019 | 02/2022 |
| Harman Wealth Management | The Woodlands | TX | 02/2015 | 12/2019 |
| Prune, Inc. | San Mateo | CA | 03/2025 | Present |
| Domain Money Advisors | New Hork | NY | 03/2025 | Present |
| Ashton Thomas Private Wealth | Scottsdale | AZ | 01/2025 | Present |
| Warwick Investment Group | Oklahoma City | OK | 12/2024 | Present |
| Schlanger Consulting Llc | Spring | TX | 04/2023 | Present |
1) Consultant; Schlanger Consulting LLC; Not Investment Related; Spring, TX; Assisting clients in business development/management for compliance related program startup issues; Start Date 04/2023; Approx. 10 hours per month/not during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-08 |
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