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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-10 |
| NY | RA | APPROVED | 2023-09-26 |
| TX | RA | APPROVED | 2023-09-26 |
Branch Locations
1055 Franklin Avenue Suite 300, Garden City, NY 11530 • United States
Key West, FL • 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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Garden City | NY | 04/2013 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Garden City | NY | 04/2013 | 05/2017 |
| New York Wealth Management | Garden City | NY | 04/2013 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 05/2017 | 09/2023 |
| Bank Of America, N.A. | Garden City | NY | 07/2017 | 09/2023 |
| Ubs Financial Services Inc. | Garden City | NY | 09/2023 | Present |
I*106262 For profit or not for profit: For-Profit Organization Name of outside business organization: LazyHustl Investment related: N Address of business: long beach, New York 11560 Nature of business: Partnership, Position, title, association: General Partner, It si Start date of relationship: 4/5/2016 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LazyHustl is a lifestyle and crossfit clothing company. I work with my daughters and a family friend helping them fund projects. I fund their projects and get paid back with no profit from sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-29 |
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