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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-02 |
| FL | RA | APPROVED | 2023-01-24 |
Branch Locations
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • 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 |
|---|---|---|---|---|
| Philip Joseph Jewelers | Bellmore | NY | 06/1990 | Present |
| Lebenthal Global Advisors | Hauppauge | NY | 07/2017 | Present |
| Argyle Jewelers | Babylon | NY | 06/2019 | 06/2026 |
| Philip Tavella Asset Management | Massapequa | NY | 09/2016 | Present |
1) PHILIP JOSEPH JEWELRY. PRESIDENT (50%)OWNER 6-15-1990, NOT INVESTMENT RELATED. NO HOURS DEVOTED DURING TRADING. 2) Philip Tavella Asset Management, President, 9/2016, Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-23 |
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