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333 Jackson Avenue Suite #5, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| NY | RA | APPROVED | 2024-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stronzi Bagels | St. Petersburgh | FL | 05/2023 | Present |
| Soul Brewery | Pleasentville | NY | 01/2018 | Present |
| Venezia Fc | Venice | 01/2017 | 06/2024 | |
| Old Bridge Capital Advisors Llc | Purchase | NY | 03/2013 | Present |
| Old Bridge Wealth, Inc. | Syosset | NY | 07/2024 | Present |
Old Bridge Capital Advisors Owner focus on accounting, reporting and alternative investments for SFO and MFOs. Oldbridge Wealth Inc. - Partner focusing on administrative work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
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