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11 Balmville Rd. Suite 2 North, Newburgh, NY 12550-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-21 |
Branch Locations
11 Balmville Rd Ste 2 North, Newburgh, NY 12550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Newburgh | NY | 06/2021 | 06/2024 |
| Focused Wealth Management | Newburgh | NY | 09/2017 | Present |
| New York Life | Windsor | NY | 07/2017 | 09/2017 |
| Stony Brook University | Stony Brook | NY | 08/2013 | 07/2017 |
| Osaic Wealth, Inc. | Newburgh | NY | 06/2024 | Present |
FOCUSED WEALTH MANAGEMENT, INC. POSITION: IRIA NATURE: Advisory - IRIA - Focused Wealth Management, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 09/30/2020 ADDRESS: 11 Balmville Rd, Suite 2 North, Newburgh NY 12550 DESCRIPTION: Fee based advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
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