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155 Pinelawn Road Suite 210 N, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-19 |
Branch Locations
155 Pinelawn Road Suite 210 N, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Blank Equity Management, Llc | Port Washington | NY | 12/2015 | 02/2019 |
| Long Island Wealth Management, Inc. | Port Washington | NY | 10/2014 | 03/2019 |
| Compass Advisory Group Llc Dba Compass Advisors | Melville | NY | 03/2019 | Present |
1. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month 2. Treasurer/Trustee of Deer Pen Homeowners Association; Non-investment related; same address; Approximately 2 hours spent per month 3. Owner; The SUMP LLC; Non-investment related; Babylon, NY 11702; Compensated; Approximately 5 hours spent per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-17 |
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