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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-31 |
Branch Locations
148 Guilford Schoolhouse Road, New Paltz, NY 12561 • United States
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | New Paltz | NY | 09/2008 | 07/2025 |
| Anthony Barrese Asset Management | New Paltz | NY | 09/2008 | Present |
| Lpl Financial Llc | New Paltz | NY | 07/2025 | 03/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2026 | Present |
| The Ameriflex Group | Las Vegas | NV | 03/2026 | Present |
1. Anthony Barrese Asset Management, 148 Guilford Schoolhouse Road, New Paltz NY 12561, United States, 01/2022, President, DBA Name, NIR, HR/MO: 160 - HR/MO TRADING: 160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-02 |
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