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3505 Hill Blvd. Suite J, Yorktown Heights, NY 10598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-07 |
| TX | RA | APPROVED_RES | 2010-11-08 |
Branch Locations
3505 Hill Blvd. Suite J, Yorktown Heights, NY 10598 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph P. Lucia And Associates | Harrison | NY | 07/2008 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2016 | Present |
| Great American Investors | Yorktown | NY | 07/2015 | Present |
| Joesph P Lucia & Associates | Harrison | NY | 02/2010 | Present |
1) Ash Brokerage-Investment related-Fort Wayne, IN-Rep-1/2009-Uses Ash brokerage for insurance & annuity business 2) Joseph P. Lucia & Associates-Investment related-Yorktown Heights, NY-Investment Advisory-07/2008-President-Designs,implements and manages financial solutions for individuals, families & small businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-20 |
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