THE BRIDGE GROUP, INC.
BOCA RATON, FLORIDA

The Bridge Group, Inc. is an independent entity not owned or operated by NYLIFE Securities LLC or its affiliates. Established on January 28, 2004, it has been serving clients out of Boca Raton, Florida. Located at 2500 N. Military Trail, Suite 300, the company specializes in providing investment advisory services and manages various client needs under regulatory standards. With a notable event being a name change amendment as of March 23, 2015, The Bridge Group has maintained up-to-date operational records, evidenced by its latest annual report in February 2024 for that year. The company collects transaction-related data and health information upon receiving permission during insurance applications. This information may be shared with internal affiliates within the New York Life Family of Companies for product promotions and joint service offerings. Additionally, non-affiliated partners, including banks and third-party service providers, might receive information to enhance their collaborative business operations. The Bridge Group underscores that it neither affords legal, tax, nor accounting advice, strongly advising clients seek professional guidance pertinent to their specific situations. Its operations are overseen by Gisonda V Michael, serving as the Managing Representative (MR.), ensuring adherence to statutory requirements and maintaining a commitment to client service excellence. The firm retains its status within Florida's domestic company records under the DoS Corporation Number F04000019608 with a recent filing event related to name change amendments. The Bridge Group maintains its communication channels through various numbers and its website at thebridgegroup.com, offering multiple avenues for potential clients to engage with their services.