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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2013-09-19 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
4901 13Th Avenue, Brooklyn, NY 11219 • United States
1230 Avenue Of The Americas Flr 3, New York, NY 10020 • 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 |
|---|---|---|---|---|
| D-Bari Corp | Oceanside | NY | 12/1991 | Present |
| J.P. Morgan Securities Llc | Brooklyn | NY | 10/2012 | Present |
| Drrt Associates Llc | Merrick | NY | 02/2016 | Present |
| 57 Highpoint 201 Llc | Naples | FL | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 10/2012 | Present |
Entity Name: 57 Highpoint 201 LLC Investment related: No Address: 57 Highpoint Circle West, Naples FL 34103 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/15/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Purchasing a condo to rent it out. Entity Name: Steve Roitman and Yekaterina Shkolnik Investment related: N Address: Naples, FL 34103 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/17/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Purchasing a Vacation Home and will be renting it out through AIRBNB , VRBO, Travelocity and local real estates in the area. Entity Name: DRRT ASSOCIATES LLC Investment related: No Address: Merrick NY 11566 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2016 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Purchasing and maintaining property collecting rent ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: RUBIZONE POSITION: ONLINE SELLER START DATE: 10/15/2018 ADDRESS: 14 Merrick, NY DETAILS: SELLING VARIOUS ITEMS ON AMAZON.COM, EBAY.COM, SHOPIFY. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/15/2017 ADDRESS: 1047 TRENTON, NJ. DETAILS: Private house purchase for the purpose of renting it out. HOURS DEDICATED (per month unless otherwise indicated): 1 HOUR HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-04 |
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