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74 Lafayette Avenue, Suite 101, Suffern, NY 10901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
74 Lafayette Avenue, Suite 101, Suffern, NY 10901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L&L Wealth Management Partners, Llc | Suffern | NY | 03/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2012 | 01/2020 |
1) FRIENDS OF JCC KRAKOW, 74 lafayette, suite 101 suffern ny 10901. NOT INVESTMENT RELATED, TREASURER OF CHARITABLE ORGANIZATION. 5/2014-PRESENT, 10 HRS/MONTH, 5 DURING TRADING. RESPONSIBLE FOR REPORTING ON FINANCES, FUNDRAISING, AND COORDINATION. 2) TRUSTEE FOR DAVID PHILIP MARANTZ TRUST, 222 YAMATO RD, SUITE 106-161, BOCA RATON, FL 33431. 12/2012-PRESENT, 60 HRS/MONTH, 30 HRS/MONTH DURING TRADING. RESPONSIBLE FOR MANAGEMENT OF TRUST BUSINESS. 3) lawyer 4) real estate broker
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2006-04-24 |
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