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25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-20 |
Branch Locations
3009 Napier Park, Shavano Park, TX 78231 • United States
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • 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 |
|---|---|---|---|---|
| University Of Texas School Of Medicine At San Antonio | San Antonio | TX | 08/2010 | 12/2016 |
| Mml Investors Services, Llc | San Antonio | TX | 03/2017 | 10/2020 |
| Msi Financial Services, Inc. | San Antonio | TX | 12/2016 | 03/2017 |
| Mml Investors Services, Llc | San Antonio | TX | 03/2017 | 10/2020 |
| Private Client Services, Llc | San Antonio | TX | 10/2020 | Present |
| Vitalstone Financial, Llc | San Antonio | TX | 10/2020 | Present |
| Msi Financial Services, Inc. | San Antonio | TX | 03/2017 | 03/2017 |
| Maridea Wealth Management Llc | San Antonio | TX | 09/2024 | Present |
| Maridea Insurance Company, Llc | San Antonio | TX | 09/2024 | Present |
1) Name: Particepts LLC Inv rel: Y Add: 8815 Shaenwest San Antonio, TX. 78254 Nature: Simple rental property Position: Owner Start date: 2015 No. HR/MO: 0 No. HR/MO during sec trading: 0 2) Name: Particepts LLC Inv rel: Y Add: 25026 Arrow Ridge San Antonio, TX. 78258 Nature: Simple rental property Position: Owner Start date: 2014 No. HR/MO: 0 No. HR/MO during sec trading: 0 3) Name: Greater San Antonio Emergency Physicians Inv rel: N Add: 4204 Gardendale, #312 San Antonio, TX. 78229 Nature: Physician Position: Part-time physician Start date: 2002 No. HR/MO: 24 No. HR/MO during sec trading: 0 4) Name: Particepts LLC Inv rel: Y Add: 18502 Eagle Ford San Antonio, TX. 78258 Nature: Simple rental property Position: Partner/ Owner Start date: 2014 No. HR/MO: 2 No. HR/MO during sec trading: 0. 5) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 6) Name: VitalStone Financial, LLC; DBA Position: Co-Owner. 7) Maridea Wealth Management LLC; Investment-related; 25 Kent Avenue Suite 401, Brooklyn, NY 11249; Registered Investment Advisor; Start date: 09/2024; Investment advisory services offered through Maridea Wealth Management LLC. Mr. McNeil serves as an Investment Advisor Representative ("IAR") for Maridea Wealth Management LLC since 09/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
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