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6851 Jericho Turnpike Suite 120, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-30 |
| FL | RA | APPROVED | 2012-07-30 |
| CT | RA | APPROVED | 2012-07-11 |
| NJ | RA | APPROVED | 2012-06-14 |
| MA | RA | APPROVED | 2012-06-12 |
| CA | RA | APPROVED | 2012-06-01 |
Branch Locations
6851 Jericho Turnpike Suite 120, Syosset, NY 11791 • 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 |
|---|---|---|---|---|
| Self Employed | Huntington | NY | 05/2004 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 03/2012 | 09/2017 |
| 4Thought Financial Group Inc. | Syosset | NY | 04/2012 | Present |
1.4THOUGHT FINANCIAL GROUP INC - CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE. FINANCIAL PLANNING, INVESTMENT ADVISORY SERVICES, MANAGES INVESTMENT PORTFOLIOS, & PERFORMS INVESTMENT PLANNING. OWNER (33%), START DATE: 03/2012. 2.4THOUGHT FINANCIAL GROUP, INC - FREELANCE WRITING. FREELANCE WRITING FOR ECONOMICS & INVESTMENT-RELATED PUBLICATIONS. DEVOTES 3-8 HRS PER MONTH. 3.4THOUGHT FINANCIAL GROUP, INC - INSURANCE BROKER (LIFE + HEALTH). INSURANCE BROKERAGE SALES & PLANNING. DEVOTES ONE HR PER MONTH; ONE HR DURING MARKET HRS. 3/14/13.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-19 |
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