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999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
333 Earle Ovington Blvd Suite 510, Uniondale, NY 11553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthstream Advisors | New York | NY | 03/2012 | 06/2017 |
| Standard Pension Services, Llc | Garden City | NY | 06/2017 | Present |
| Apw Capital, Inc. | Rockaway | NJ | 08/2017 | Present |
| Aurora Private Wealth, Inc. | Rockaway | NJ | 08/2017 | Present |
1 - Aurora Private Wealth, Inc; RIA; Garden City, NY; Service description and Duties: conduct investment advisory services - affiliated firm is APW Capital, Inc.; Title: Investment Advisor; Time spent: 40 hours/week. 2-Brown & Brown, Investment related:Yes, 333 Earle Ovington Blvd, Uniondale, NY, 11553, Financial Advisory Services, VP Retirement Plan Services, 07/01/2022, 40, Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-23 |
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