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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 | 2026-03-19 |
Branch Locations
11 Balmville Rd. Suite 2 North, Newburgh, NY 12550-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian's Lawn Maintenance | Poughkeepsie | NY | 03/2018 | 03/2025 |
| Focused Wealth Management | Newburgh | NY | 01/2024 | 05/2025 |
| Focused Wealth Management | Newburgh | NY | 05/2025 | 03/2026 |
| Mount Saint Mary College | Newburgh | NY | 08/2020 | 05/2025 |
| Doordash | Poughkeepsie | NY | 01/2021 | 01/2023 |
| Arlington High School | Lagrangeville | NY | 01/2015 | 06/2020 |
| Osaic Wealth, Inc. | Newburgh | NY | 10/2025 | Present |
| Focused Wealth Management, Inc. | Newburgh | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
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