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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-01 |
Branch Locations
1120 Avenue Of The Americas Suite 4107, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Llc | New York | NY | 01/2010 | Present |
1) Crystal Wealth Management, Inc dba USPNY Private Wealth Management. 1120 Avenue of the Americas, Suite 4107, New York, NY 10036. Marketing securities-based products (140 hours per month) and non-securities based products and services (20 hours per month) under this dba. 160 hours/mo. 2) Insurance Sales. 1120 Avenue of the Americas, Suite 4107, New York, NY 10036. Sale of non security based insurance products to the general public from various product manufactures & service providers. 20 hours/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-28 |
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