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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
2555 Richmond Ave Suite 210, Staten Island, NY 10314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Staten Island | NY | 07/2009 | 04/2020 |
| New York Community Bank | Staten Island | NY | 07/2009 | 05/2019 |
| Cetera Investment Advisers Llc | Staten Island | NY | 04/2020 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2020 | Present |
1) EZ CLAMP INC, PRESIDENT, WHOLESALE PAPER TOWEL HOLDER 2) JTD PRODUCTS LLC, 100% OWNER, ESTABLISHED FOR PUTURE PRODUCT DEVELOPMENT, NOT INVESTMENT RELATED 3) 45 JONATHAN DRIVE LLC, 50% OWNER WITH BROTHER OTHER OWNER, ESTABLISHED FOR ESTATE PLANNING PURPOSES FOR HOME FOR MOTHER 4) SAYEGH WEALTH MANAGEMENT, DBA NAME FOR CETERA BUSINESS 5) NOTARY PUBLIC, UNPUBLISHED AND UNSOLICITED 6) TUPELO HOMEOWNERS ASSOCIATION, PRESIDENT, OVERSEE CONTRACTS WITH LANDSCAPERS, SNOW REMOVAL AND BASIC COMMUNITY NEEDS, <1 HR/WK 7) CO-DIRECTOR OF FINEST AAU, LLC; BASKETBALL TRAINING AND TRAVEL PROGRAM; WEBSITE DEVOLPMENT AND RECRUITING ATHLETES; 2 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-28 |
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