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485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-15 |
| NY | RA | APPROVED | 2023-11-01 |
Branch Locations
485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Melville | NY | 10/1999 | 04/2021 |
| Legacy Edge Advisors, Llc | Syosset | NY | 11/2023 | Present |
| New Edge Advisor | New Orleans, | LA | 04/2021 | 10/2023 |
RSTM PARTNERS, LLC POSITION: passive partner NATURE: Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2019 ADDRESS: 141 weyford terrace, garden city NY 11530, United States DESCRIPTION: Vehicle to invest in Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-08 |
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