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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | East Hills | NY | 11/2021 | 12/2024 |
| Mml Investors Services, Llc | East Hills | NY | 11/2021 | 12/2024 |
| Commonwealth Bank Of Australia | New York | NY | 10/2010 | 07/2021 |
| Unemployed | Woodmere | NY | 07/2021 | 11/2021 |
| Broadstreet Insurance Agency, Llc | Somers | NY | 12/2024 | Present |
| Innovative Family Office Llc | Woodmere | NY | 12/2024 | Present |
| Innovative Private Wealth Management Inc. | Woodmere | NY | 05/2026 | Present |
(1) Name: P&J Plesser LLC Inv Rel: Y Addr: 2200 Northern Blvd, Ste 200, East Hills, NY 11548 Nature: LLC Created for Finances of Business Position: Partner Start Date: 05/23/2023 No. Hr/Mo: No. 1 Hr/Mo During Sec Trading: 0 Duties: Paying bills, writing checks. (2) NAME: Broadstreet Insurance Agency, LLC; Investment Related; 9 Annarock Drive, Somer10589; Insurance Company; Agent; APPROXI9MATE NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING SECURITIES TRADING HOURS 10; DESCRIPTDUTIES Non-Securities Insurance Products. 3) Innovative Private Wealth Management, Inc.; Investment Related; Woodmere, New York; RIA; Investment Adviser Representative; Start Date: 05/2026; 160 Hours per month; 160 Hours per month during securities trading hours; Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-17 |
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