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2 Jericho Plaza Suite 208, Jericho, NY 11753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-04 |
Branch Locations
2 Jericho Plaza Suite 208, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magii | Hauppauge | NY | 01/2018 | 07/2019 |
| 4Thought Financial Group Inc. | Syosset | NY | 08/2017 | 02/2018 |
| Equitable Advisors | Woodbury | NY | 09/2019 | 06/2021 |
| Purshe Kaplan Sterling Investments | Jericho | NY | 06/2021 | Present |
| Opal Wealth Advisors | Jericho | NY | 06/2021 | Present |
| Marist College | Poughkeepsie | NY | 09/2013 | 05/2017 |
1) Opal Wealth Management. Investment related. Located at 2 Jericho Plaza, Ste 208, Jericho, NY 11753. Nature - RIA. Position - Client Service Associate. Start - 09/2021. 160 hours per month, 135 hours during trading hours. Duties - Client service and onboarding.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
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