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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Nanuet | NY | 10/2009 | 09/2018 |
| H.D. Vest Insurance Services | Pomona | NY | 10/2009 | 09/2018 |
| Ronald A De Ramon Cpa, Pc | Nanuet | NY | 04/2003 | Present |
| Suny Rockland Community College | Suffern | NY | 01/2007 | 09/2018 |
| First Advisors National, Llc | New City | NY | 05/2018 | Present |
Independent Insurance Agent Not Investment Related New City, New York Insurance Sales Insurance Agent Agent Since 10/1/2009 15hrs per month Provide insurance services to insurance clients Ronald A De Ramon CPA, PC Not Investment Related New City, New York Accounting Practice President/Owner In business Since 4/1/2003 150 to 225hrs per month Preparing financial statements and various tax returns for accounting clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-29 |
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