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Massapequa, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Insight Wealth Management | North Massapequa | NY | 05/2023 | Present |
| Wordagents.cOm | Brightwaters | NY | 06/2014 | Present |
| Investment Insight Wealth Management | North Massapequa | NY | 09/2008 | 02/2017 |
1. New Moon Ventures, LLC; not investment-related; Cook Islands; legal entity for personal asset protection; owner; June 2023; 10 hours per / year; 0 during securities trading hours 2. Clarion Inbound Marketing, LLC; not investment-related; Brightwaters, NY; marketing/consulting services; owner; 2010; 25 hours per year; 0 during securities trading hours; provides marketing consulting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-29 |
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