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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-02 |
Branch Locations
150 Motor Parkway Suite 200, Hauppauge, NY 11788 • 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 |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 11/2015 | 05/2018 |
| Raymond James Financial Services, Inc. | Hauppage | NY | 05/2018 | 11/2023 |
| Raymond James Financial Services Advisors Inc. | Hauppauge | NY | 05/2018 | 11/2023 |
| Retirement Plan Consulting Group | Hauppauge | NY | 10/2019 | Present |
| Wells Fargo Advisors Financial Network, Llc | Hauppauge | NY | 11/2023 | Present |
THE BRIDGES ACADEMY, INV RELATED, WEST ISLIP, NY, ENDOWMENT FUND INVESTMENT COMMITTEE CHAIR, START 1/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING PERFORMANCE OF THE INVESTMENT ADVISOR, MONITORING TO ADHERENCE TO THE IPS. LAKEVIEW WEST CAPITAL LLC; INV RELATED;BRIGHTWATERS,NY; LLC FOR FINET;100% OWNERSHIP; START DATE: 07/21/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
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