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50 Glen Street Suite 101, Glen Cove, NY 11542 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-07-13 |
Branch Locations
50 Glen Street Suite 101, Glen Cove, NY 11542 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2016 | 06/2017 |
| American Wealth Administration Group, Llc | Westbury | NY | 03/2016 | Present |
1) American Wealth Administration Group, LLC. RIA. Investment related. 950 Jericho Turnpike, Suite 200, Westbury, NY. Chairman, CEO. 02/2016. 250 Hrs/Mo. Recruiting, Administration, Operations, Risk Control and Training. 2) SIFMA Stock Market Fame and Related Volunteer Programs-Investment related-SIFMA Foundation-120 Broadway, 36th Floor, NY, NY 10271-Educational trad association for Public-Volunteer-5/2016-6 hrs/mth-5 during trading hrs-Volunteers for SIFMA public educational programs sponsored by industry. 3) Butterfield Library/Westminster Institute Trustee. Not Investment Related. 3435 US-5, Westminster, VT 05158. Non Profit/Administrative. Trustee. 09/2016. 2 Hrs/Mo; 0 During Trading Hours. Oversee and Advise on Preservation and Maintenance of Building, Library, and use of Grounds. 4) Westminster Development Review Board. Not Investment Related. US Route 5, PO Box 147, Westminster, VT 05158. Municipal Government. Board Member. 10/2016. 2 Hrs/Mo; 0 During Trading Hours. Review and Consider Applications on Real Estate Proposals for Town of Westminster Vermont as it Relates to Westminster Interim Zoning Bylaws.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-10 |
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