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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-14 |
| NJ | RA | APPROVED | 2016-07-01 |
Branch Locations
365-B South Oyster Bay Road, Plainview, NY 11803 • United States
1395 Northern Blvd, Manhasset, NY 11030 • United States
115 Cedarhurst Avenue, Cedarhurst, NY 11516 • United States
1000 Merchants Concourse, Westbury, NY 11590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cara-Co Security Inc. | North Babylon | NY | 01/2008 | 12/2022 |
| Apple Bank For Savings | Plainview | NY | 08/2011 | Present |
| Infinex Investments, Inc. | Plainview | NY | 07/2016 | Present |
1.) Apple Bank. Yes, investment related. Banking. Financial Consultant. Started 8/2011. Approx 160 hours per month. Approx 136 hours during trading hours. Assist clients with investment needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-27 |
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