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8119 - 7Th Avenue, Brooklyn, NY 11228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 08/2013 | 08/2024 |
| Cobblestone Wealth Advisors | Brooklyn | NY | 12/1998 | Present |
| Osaic Wealth, Inc. | Brooklyn | NY | 08/2024 | Present |
1. COBBLESTONE WEALTH ADVISORS; INVESTMENT RELATED; 1440 61ST STREET,BROOKLYN,NY 11219; FINANCIAL PLANNING/ASSET MANAGEMENT; CEO/FOUNDER/INVESTMENT ADVISOR REPRESENTATIVE; 12/1998; NOT MUTUALLY EXCLUSIVE OF OTHER ACTIVITIES; NOT MUTUALLY EXCLUSIVE OF OTHER ACTIVITIES; CEO/FOUNDER/INVESTMENT ADVISOR REPRESENTATIVE 2. RONALD S PALASTRO;NOT INVESTMENT RELATED;1440 61ST STREET,BROOKLYN,NY 11219;INSURANCE BROKERAGE;INSURANCE BROKER;NOT MUTUALLY EXCLUSIVE OF OTHER ACTIVITIES;NOT MUTUALLY EXCLUSIVE OF OTHER ACTIVITIES;INSURANCE BROKER 3. RS PALASTRO FINANCIAL PLANNING SERVICES, INC. POSITION: President & CEO NATURE: Financial & Wealth Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 12/01/1998 ADDRESS: 8119 7th Avenue, 2nd Fl., Brooklyn NY 11228, United States DESCRIPTION: Helping people make smart financial decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-07 |
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