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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-20 |
| NY | RA | APPROVED | 2026-04-20 |
Branch Locations
254 S. Main Street Suite 515, New City, NY 10956 • United States
8302 13Th Ave [Satellite], Brooklyn, NY 11228 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Sharebuilder, Inc. | Brooklyn | NY | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Brooklyn | NY | 07/2018 | 01/2024 |
| Woodbury Financial Services, Inc. | Brooklyn | NY | 07/2018 | 04/2026 |
| Osaic Wealth, Inc. | Brooklyn | NY | 01/2024 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Brooklyn | NY | 04/2026 | Present |
1. ARCO DEVELOPMENT LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2021 ADDRESS: 10 Friendship Ln, West Long Branch NJ 07764, United States DESCRIPTION: Oversee management of rental property and collect rent. 2. ELITE WEALTH MANAGERS LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/13/2018 ADDRESS: 8302 13th Ave, Brooklyn NY 11228, United States DESCRIPTION: Financial Advisor providing investment advice and guidance, as well as planning and insurance. 3. CHERA BARNAS FINANCIAL POSITION: Financial Advisor Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/06/2024 ADDRESS: 8302 13th Ave, Brooklyn NY 11228, United States DESCRIPTION: Joint marketing efforts to support our joint rep code, including creating an LLC, opening a bank account, and spend joint funds on marketing and acquisition efforts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-30 |
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