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377 Oak Street Suite 403, Garden City, NY 11530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-11 |
Branch Locations
377 Oak Street Suite 403, Garden City, NY 11530 • 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 |
|---|---|---|---|---|
| United Asset Strategies, Inc. | Garden City | NY | 09/2013 | Present |
(1) UNITED FINANCIAL GROUP, LTD., INVESTMENT RELATED; 377 OAK STREET, SUITE 403, GARDEN CITY, NEW YORK 11530; INSURANCE AGENT; 09/20/2013; TEN HOURS PER MONTH; TEN HOURS PER MONTH DURING SECURITIES TRADING HOURS; (2) DOMINICAN VILLAGE, NON-INVESTMENT RELATED; 565 ALBANY AVENUE, AMITYVILLE, NEW YORK 11701; NOT-FOR-PROFIT INDEPENDENT AND ASSISTED LIVING FACILITY; MEMBER OF THE BOARD OF DIRECTORS; 10/2014; FOUR HOURS PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
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