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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-20 |
Branch Locations
1303 Main Street, Port Jefferson, NY 11777 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lj Siro Cpa Services Pc | East Northport | NY | 01/2010 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2015 | 01/2017 |
| Lincoln Investment | East Northport | NY | 01/2017 | 12/2021 |
| Kestra Advisory Services | Austin | TX | 12/2021 | Present |
LJ SIRO CPA SERVICES PC POSITION: PRESIDENT OF LJ SIRO CPA SERVICES PC AND 100% SHAREHOLDER NATURE: CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2004 ADDRESS: 384 LARKFIELD RD STE 3, EAST NORTHPORT NY 11731, United States DESCRIPTION: I AM A CPA AND HAVE A CPA FIRM LOCATED AT THE ABOVE ADDRESS. I DO TAXES FOR ABOUT 250 CLIENTS AND ALSO DO WORK ALL YEAR FOR SMALL BUSINESS. LORI SIRO-SOLE PROPREITOR POSITION: I AM THE OWNER OF A SINGLE FAMILY RESIDENCE IN SIMPSONVILLE, SOUTH CAROLINA. NATURE: RENTAL ACTIVITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2006 ADDRESS: 301 FORTUNA DRIVE, SIMPSONVILLE SC 29681, United States DESCRIPTION: I RECEIVE A RENTAL CHECK MONTHLY AND PAY EXPENSES INCLUDING A MORTGAGE. IF REPAIRS ARE NEEDED i CALL A HOME WARRANTY OR REPAIR COMPANY AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-03 |
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