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One Corporate Drive Suite 101, Bohemia, NY 11716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-11 |
Branch Locations
One Corporate Drive Suite 101, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Garden City | NY | 06/2015 | 05/2018 |
| Rlb Wealth Planning, Inc. | Garden City | NY | 02/2015 | 04/2018 |
| R.W. Roge & Company | Bohemia | NY | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-01 |
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