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725 Glen Cove Ave, Glen Head, NY 11545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-06 |
Branch Locations
4 Executive Park Dr Suite 101, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hrc Invesment Services | Glen Head | NY | 06/2007 | Present |
| Grant Wilfley Casting | New York | NY | 06/2026 | Present |
BEGINNING 01.01.2018, ADVOCACY CHAIR FOR THE FINANCIAL PLANNING ASSOCIATION, PO BOX 11565, LOUDONVILLE, NY, 12211. THIS BUSINESS IS INVESTMENT RELATED. WILL SPEND APPROXIMATELY 2 HOURS PER MONTH ON THIS ACTIVITY, ALL OF WHICH WILL OCCUR DURING SECURITIES TRADING HOURS. THIS ROLE INVOLVES COORDINATING WITH ELECTED OFFICIALS AND THEIR OFFICES TO DISCUSS MATTERS RELATED TO THE FINANCIAL PLANNING INDUSTRY. Beginning 1/1/24 - President of the NENY FPA Chapter Since 7/1/22 - Endowment Chair Sidney Albert JCC of Albany, facilitates quarterly review meetings every 3 months. Since 7/1/23 - Assistant treasurer of SAJCC located at 340 Whitehall Rd. Albany NY 12208 - sit on finance committee to review budget of organization, 2x/month. Effective 6/16/25 now acting as treasurer running finance committee meetings, review budget with CFO & board, sign checks for day to day operations. No income is received for this position, approximately 1% of time spent on this role during trading hours, collectively spending about 6 hours/month. June 2026 - Will be casted as an extra in the Guilded Age TV series, spending only one day on set filming, earning a flat $250 fee. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-18 |
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