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205 Oser Ave, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| FL | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2022-05-27 |
| NY | RA | APPROVED | 2021-04-15 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fortest Hills | NE | 03/2014 | 08/2020 |
| American Capital Partners, Llc | Hauppauge | NY | 08/2020 | Present |
| Partners Capital Services, Inc. | Hauppauge | NY | 08/2020 | Present |
Partners Capital Services, Inc - Investment Advisory Services - Fee based.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-25 |
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