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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
| CT | RA | APPROVED | 2011-01-03 |
Branch Locations
45 Knollwood Rd Ste 204, Elmsford, NY 10523 • United States
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Brst Inc | Elmsford | NY | 07/2007 | Present |
| New York Long Term Care Brokers | Clifton Park | NY | 08/2008 | Present |
| Voya Financial Advisors | Elmsford | NY | 09/2014 | Present |
| Pinnacle Wealth Management | Elsford | NY | 09/2014 | 01/2017 |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 45 KNOLLWOOD RD 204; ELMSFORD; NY; 10523; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2011; 10; 10; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:BRST INC C/O ING; No; 45 KNOLLWOOD RD 204; ELMSFORD; NY; 10523; S-CORPORATION FOR BILLING & LOANS OF CORPORATION; PRESIDENT/PARTNER; 7/1/2007; 10; 3; Manage office expenses.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-22 |
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