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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2019-08-16 |
Branch Locations
7 Dawson Street, Huntington Station, NY 11746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Melville | NY | 09/2004 | Present |
| Paramount Financial | No. Massapequa | NY | 06/2004 | Present |
| Nylife Securities Inc | Melville | NY | 09/2004 | Present |
| Eagle Strategies Llc | Melville | NY | 07/2019 | Present |
CPA FIRM-TAX PREPARATION & TAX PLANNING-PARAMOUNT FINANCIAL SERVICES, LLC, 7 DAWSON STREET, HUNTINGTON STATION NY 11746 -OWNER OF BUSINESS 40 HRS. WEEKLY [Sheftick & Associates CPA, PLLC; CPA Firm; 7 Dawson St Huntington Station New York NY 11746; Start Date 02/2014; Role/Title: Owner; Not Investment Related; 75 hours per month; 75 hours per month during securities trading hours] [Bryant Sheftick, CPA P.C.; CPA Firm.; 7 Dawson Street huntington Stations NY 11746; Start Date 08/2004; Role/Title: Owner; Not Investment Related; 75 hours per month; 75 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-29 |
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