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4190 Sunrise Highway, Massapequa, NY 11758 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-09 |
| FL | RA | APPROVED | 2011-09-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Private Client Asset Management | Garden City | NY | 04/2008 | Present |
| Annuity Express Brokerage | Garden City | NY | 04/2009 | 04/2022 |
| American Portfolios Finanical Services, Inc. | Holbrook | NY | 03/2011 | 10/2024 |
| Osaic Wealth, Inc. | Massapequa | NY | 10/2024 | Present |
1. PRIVATE CLIENT ASSET MANAGEMENT- NYS RIA FIRM, PRESIDENT, 04/2008, 150HRS, 120HRS. OWNER AND RESPONSIBLE FOR ALL ASPECTS OF THIS INVESTMENT ADVISORY BUSINESS. ADDRESS: 4190 Sunrise Hwy Massapequa, NY, 11758 2. INSURANCE POSITION: Agent NATURE: Fixed insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/19/2009 ADDRESS: 4190 Sunrise Hwy Massapequa, NY, 11758 DESCRIPTION: sale of fixed annuities, long-term care insurance, fixed life insurance 3. TAX PREPARATION POSITION: Preparer NATURE: tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 4190 Sunrise Hwy Massapequa, NY, 11758 DESCRIPTION: Preparation of tax returns
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-22 |
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