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480 Bedford Road, Chappaqua, NY 10514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesfair Advisory Group, Inc. | New York | NY | 02/2018 | Present |
| Wesfair Agency, Inc. | New York | NY | 04/2018 | Present |
| Wesfair Advisory Group, Inc. | New York | NY | 02/2018 | Present |
| Jh Solutions Llc Dba Wesfair Tax | New York | NY | 12/2010 | Present |
| Apollo Global Management, Llc | New York | NY | 09/2013 | 04/2018 |
1) JH Solutions LLC DBA Wesfair Tax and Wesfair Agency, Inc.; Investment related: No; Location of the business: 480 Bedford Road, Chappaqua NY 10514; Description of the business: Jacob Hadad is the President of JH Solutions LLC DBA Wesfair Tax, a company that performs accounting and tax preparation services. Jacob Hadad is a licensed insurance agent and Vice President of Wesfair Agency, Inc., a licensed insurance agency. Position Title: JH Solutions: Presdient; Wesfair Agency: Co-Owner; Responsibilities Duties: See past Form ADV Part 2B - this should be copied back in.; Start date with business: 2018-02-01; Hours devoted to business during trading hours: 6; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 95.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-27 |
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