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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
725 Glen Cove Ave, Glen Head, NY 11545 • United States
4 Executive Park Dr Suite 101, Clifton Park Dr, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hrc Investment Services | Albany | NY | 05/2012 | Present |
| Life Stages Financial Group | Latham | NY | 11/2011 | Present |
1.DBA - LIFE STAGES FINANCIAL GROUP. INVESTMENT RELATED. 2.APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF SOLICITING LIFE, HEALTH AND DISABILITY INSURANCE. NOT INVESTMENT RELATED. 3.PART-TIME INTRUCTOR OFFERING FINANCIAL LITERACY AND OTHER CLASSES, ORDINARILY 0-4 HOURS PER WEEK OUTSIDE OF SECURITIES TRADING HOURS. 4.PART-TIME INSTRUCTOR IN ADULT AND K-12 EDUCATION. BOCES MEMBER SCHOOLS, 900 WATERVLIET-SHAKER RD, ALBANY, NY AND 1153 BURGOYNE AVE, FORT EDWARD, NY. NOT INVESTMENT RELATED. ORDINARILY 0-10 HOURS PER WEEK OUTSIDE OF SECURITIES TRADING HOURS, AND 0-9 HOURS PER WEEK DURING SECURITIES TRADING HOURS. 5.OWNER OF RENTAL PROPERTY. NOT INVESTMENT RELATED. ORDINARILY 0- 2 HOURS PER WEEK OUTSIDE OF SECURITIES TRADING HOURS. 6.COACH TO BUSINESS PROFESSIONALS FOR LIMITED ENGAGEMENTS. NOT INVESTMENT RELATED. WHEN ACTIVE THIS ACTIVITY WILL TAKE APPROXIMATELY 0 - 10 HOURS PER MONTH, ORDINARILY OUTSIDE OF SECURITIES TRADING HOURS. 7.TRUSTEE OF INVESTMENT PORTFOLIO FOR THE ORIENTAL SHRINE (A 501C CHARITY), 75 WATER PLANT ROAD, TROY, NY. INVESTMENT RELATED. APPROXIMATELY 2 HOURS PER MONTH, ORDINARILY OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-08 |
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