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4190 Sunrise Highway, Massapequa, NY 11758 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-09 |
| TX | RA | APPROVED_RES | 2016-12-22 |
| FL | RA | APPROVED | 2015-06-12 |
Branch Locations
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 |
|---|---|---|---|---|
| American Portfolios Financial Services Inc | Holbrook | NY | 03/2011 | 10/2024 |
| Private Client Asset Management, Inc. | Garden City | NY | 01/2009 | Present |
| Osaic Wealth, Inc. | Massapequa | NY | 10/2024 | Present |
1. INSURANCE SALES ARE NON-SECURITIES-RELATED AND STARTED IN MAY 2009. INSURANCE FIXED & LIFE DEVOTES 5 HRS PER MONTH; 5 HRS DURING MARKET HRS. 2. TAX PREPARATION IS NON-SECURITIES-RELATED AND STARTED IN JAN 2010. TAX PREPARER DEVOTES 10 HRS PER MONTH; ZERO HRS DURING MARKET HRS. 11/18/11 3. PCAM POSITION: CFP NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2009 ADDRESS: 4190 SUNRISE HWY MASSAPEQUA NY 11758 DESCRIPTION: I prepare personal and Trust tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-16 |
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