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Advisor at ONYX BRIDGE WEALTH GROUP LLC
TARRYTOWN, NY | Spring, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ONYX BRIDGE WEALTH GROUP LLC | Independent wealth | Feb 16, 2022 | n/a | yes | TARRYTOWN, NY|Spring, TX | Current employment |
| Prune | Former SEC adviser | Apr 15, 2025 | May 7, 2025 | no | SAN MATEO, CA|Spring, TX | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Aug 7, 2014 | Jan 2, 2020 | no | THE WOODLAND, TX|THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Prune | n/a | May 7, 2025 | n/a | n/a | Departure no registered destination | Departure |
| SAGEPOINT FINANCIAL, INC. | ONYX BRIDGE WEALTH GROUP LLC | Jan 2, 2020 | Feb 16, 2022 | 776 | Firm change after gap | Ibd to RIA |