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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED | 2023-11-02 |
Branch Locations
150 Motor Parkway Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lake Success | NY | 08/2004 | 05/2018 |
| Raymond James Financial Services, Inc. | Hauppage | NY | 05/2018 | 11/2023 |
| Raymond James Financial Services Advisors Inc. | Hauppauge | NY | 05/2018 | 11/2023 |
| Retirement Plan Consulting Group | Hauppauge | NY | 05/2018 | Present |
| Wells Fargo Advisors Financial Network, Llc | Hauppauge | NY | 11/2023 | Present |
MARRA FS CORPORATION, NOT INV RELATED, HUNTINGTON, NY, 100% OWNERSHIP, START DATE: 12/21/16, 1 HRS PER MONTH, 0 HRS DURING TRADING, FINET; RETIREMENT PLAN CONSULTING GROUP LLC, NOT INV RELATED, HAUPPAUGE, NY, 50% OWNERSHIP, START DATE: 11/1/15, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-21 |
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