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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
1400 Old Country Rd Suite 408, Westbury, NY 11590 • United States
Deer Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Westbury | NY | 05/2007 | 06/2019 |
| Foresters Advisory Services Llc | Westbury | NY | 10/2015 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Westbury | NY | 06/2019 | Present |
1. LONG ISLAND FINANCIAL PLANNING GROUP, DBA FOR CETERA BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-04 |
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