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585 Stewart Ave., Suite 314, Garden City, NY 11530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-12 |
Branch Locations
585 Stewart Ave., Suite 314, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bendix Financial Group | Garden City | NY | 01/1997 | Present |
| Royal Alliance Associates, Inc. | Uniondale | NY | 06/1998 | Present |
1) INSURANCE SALES - AGENT GARDEN CITY NY - FROM TIME TO TIME AGENT ASSISTS CLIENTS IN OBTAINING LIFE, HEALTH, OR LONG TERM CARE INSURANCE. 2) TAX PREPERATION - PREPARER GARDEN CITY, NY - AS NEEDED THE AGENT PREPARES INDIVIDUAL TAX RETURNS FOR INVESTMENT CLIENTS. 3) THE BENDIX FINANCIAL GROUP POSITION: Advisor NATURE: Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2002 ADDRESS: 585 Stewart Ave. Suite 314 Garden City, NY 11530, Garden City NY 11530, United States DESCRIPTION: Managing client assets
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-23 |
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