Best Investors Account Sign in
Inactive

Lanny Kevin Rosenbaum

Sip Financial Services

Glenville, NY

Claim This Profile
Current Employers
Sip Financial Services

133 Saratoga Road Suite #5, Glenville, NY 12302 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-03-16
  • NY RA
    APPROVED
    Since 2022-03-16

Branch Locations

133 Saratoga Road Suite #5, Glenville, NY 12302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sip Financial Services Glenville NY 10/2007 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-18
  • S66 Uniform Combined State Law Examination
    2007-06-18

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
ACACIA GROVE WEALTH MANAGEMENT
NIGHTGALE WEALTH MANAGEMENT LLC
ROBERT L. KRISTEL, C.P.A., P.C.
DEL-SETTE CAPITAL MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.

Other Investors

Amy Marie Aldrich
Guillermo Trujillo
MEGAN BURDICK
Justin David Yetto
Travis Edward Kellman
Raymond John Zegger
WILLIAM GEORGE BARRY
KYLE A MOFFITT

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Glenville, NY
EDWARD JONES · Glenville, NY
LPL FINANCIAL LLC · SCHENECTADY, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Scotia, NY
LPL FINANCIAL LLC · SCHENECTADY, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Scotia, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Schenectady, NY
ACACIA GROVE WEALTH MANAGEMENT · SCHENECTADY, NY

More in Glenville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor