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113 Birch Hill Road, Locust Valley, NY 11560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-08-09 |
Branch Locations
113 Birch Hill Road, Locust Valley, NY 11560 • 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 |
|---|---|---|---|---|
| Canterbury Wealth Advisors, Llc | Las Vegas | NV | 03/1994 | 12/2017 |
| Triad Advisors, Inc. | Las Vegas | NV | 03/1998 | 11/2019 |
| Bruderman Private Wealth | Locust Valley | NY | 12/2022 | Present |
| Gary Goldberg Planning Services (Fka Bruderman Asset Management) | Locust Valley | NY | 11/2019 | 12/2022 |
| Gary Goldberg & Co. (Fka Bruderman Brothers) | Locust Valley | NY | 11/2019 | 12/2022 |
1. Appointment with Multiple Insurance Carriers. This is an investment related activity. 4465 S. Jones Blvd. Las Vegas, NV 89103; Insurance Sales Agent. Mr. Bruderman devotes less than 1 hour per month to this activity. 2. Managing Member, Partners Holdings, LLC, an investment related activity which holds preferred interest in IconTrust LLC a Nevada trust company. Devotes 2 hours per month to this activity. No compensation received. 3. Managing Member, IconTrust, LLC a Nevada chartered trust company. $4,000 per month of compensation. Approximately 15-20 hours per month. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-05-06 |
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