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Stoneham, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-30 |
Branch Locations
113 Birch Hill Road, Locust Valley, NY 11560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-12-03 |
| NY | RA | APPROVED | 2023-11-08 |
| MA | RA | APPROVED | 2023-11-03 |
Branch Locations
113 Birch Hill Road, Locust Valley, NY 11560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Reading | MA | 04/2015 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reading | MA | 04/2015 | 08/2023 |
| Bruderman Private Wealth | Locust Valley | NY | 08/2023 | Present |
| Investegrity Llc | Stoneham | MA | 03/2021 | Present |
Investegrity LLC. Investment related, 21 Crosby Street, Stoneham, MA 02180. Registered Investment Advisory. Managing Client assets and financial planning. Sole employee covering all positions. President / CEO. Start Date 03/202. 20 hours a week. 20 hours during trading hours. As sole employee, all business duties are handled myself (operation, compliance, sales, client services, account management).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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