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25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-17 |
Branch Locations
928 Town Center, New Britain, PA 18901 • United States
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | New Britain | PA | 09/2009 | 08/2026 |
| Lpl Financial Llc | New Britain | PA | 09/2009 | 08/2026 |
| Maridea Wealth Management Llc | New Britain | PA | 08/2026 | Present |
1) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) New Britain Town Center Commons; Not investment-related; 926 Town Center, New Britain, PA 18901; Board Member for office condo complex; Oversee board matters; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-28 |
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