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150 Clove Road Suite 701, Little Falls, NJ 07424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-29 |
| NJ | RA | APPROVED | 2003-02-05 |
Branch Locations
310 Passaic Avenue, Suite 301, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lsmpt Financial Advisors, Llc | Fairfield | NJ | 06/2000 | Present |
| Leaf, Salzman, Manganelli, Pfeil, Tendler | Fairfield | NJ | 02/1991 | 06/2022 |
| Aprio Llc | Fairfield | NJ | 06/2022 | Present |
Aprio, LLP; not investment-related; 2002 Summit Blvd, Suite 120, Atlanta, GA 30319; accounting firm; Equity Partner; started 06/2022; approximately 180 hours per month, all during securities trading hours; tax work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-20 |
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