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60 Cutter Mill Road Suite 100-G, Great Neck, NY 11021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-20 |
| NY | RA | APPROVED | 2021-11-22 |
| TX | RA | APPROVED_RES | 2021-10-08 |
| FL | RA | APPROVED | 2020-12-07 |
Branch Locations
60 Cutter Mill Road Suite 100-G, Great Neck, NY 11021 • 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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Garden City | NY | 10/2010 | 01/2017 |
| Blueprint Wealth Alliance Llc | Garden City | NY | 03/2018 | 02/2020 |
| The Wealthplan Llc | Ft Lauderdale | FL | 02/2020 | Present |
| Wealthplan Risk Management Llc | Hollywood | FL | 01/2017 | 02/2026 |
Licensed Insurance agent, insurance sales, non-investment related, 5% of time devoted to this activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-20 |
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