Michael Lieberman

Current Employers

Employment History

• 12/2015 → 01/2020
  Lpl Financial, Llc
  Garden City, NY
• 01/2020 → 01/2024
  Woodbury Financial Services Inc
  Manhassat, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Manhasset, NY

Previous Registrations

• 2020-01-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Manhasset, NY
  Manhasset, NY
• 2015-12-17 → 2020-01-31
  Lpl Financial Llc
  Franklin Square, NY
  Oceanside, NY
  Woodbury, NY
  Oceanside, NY
  Hewlett, NY
  Great Neck, NY
  Forest Hills, NY
  Forest Hills, NY
  Great Neck, NY
  Jamaica Estates, NY
• 2015-01-28 → 2015-12-21
  Capital One Advisors, Llc
  Seattle, WA
• 2010-01-04 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY

Other Businesses

1. YAFFA BEAUTY CORP POSITION: president NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 222-14 union tpke, oakland gardens NY 11364, United States DESCRIPTION: no duties just a silenr partner with wife who runs trhe salon 2. MICHAEL LIEBERMAN LLC POSITION: owner of the LLC NATURE: this is an LLC set up for tax purposes for investment buisness INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 82-27 tryon pl, jamaica NY 11432, United States DESCRIPTION: This was set up for tax purposes for investment business I did independently and for business I will be conducting at woodbury financial 3. OAKFIELD WEALTH MANAGEMENT GROUP POSITION: Website NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 191 Oakfield Ave, Dix Hills NY 11746, United States DESCRIPTION: Oakfield Wealth has a team website that we use for advertising our services 4. FIS MARKETING POSITION: Ind. Contractor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2023 ADDRESS: 1930 Veterans Memorial Highway, Islandia NY 11749, United States DESCRIPTION: Fixed annuity trade payments to Oakfield Wealth Management then disbursed to financial advisor.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-11
• S63 Uniform Securities Agent State Law Examination
  2000-10-19

Other Names

• Mike Lieberman