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Forest Hills, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Woodbury | NY | 11/2012 | 03/2017 |
| Lions Asssurance Financial | New York | NY | 04/2017 | Present |
| Clutch Capital Management, Llc | Rego Park | NY | 09/2018 | Present |
Mr. Ariel M. Server works as a salaried employee for Lions Assurance Financial and holds the position - Director of Client Relationships. The nature of the business of Lions Assurance is general business consulting in the areas of benefits and continuity planning. Lions Assurance is located at 130 W. 25th Street, Suite 6B, New York, NY 10001. Mr. Serber spends approximately 80 hrs/month working at Lions Assurance and about three to four hours/day during the trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-23 |
| S66 | Uniform Combined State Law Examination | 2002-09-11 |
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