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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-06 |
| TX | RA | APPROVED | 2022-04-06 |
Branch Locations
2408 32Nd St [Satellite], Astoria, NY 11105 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Jackson Heights | NY | 09/2007 | 04/2022 |
| J.P. Morgan Securities Llc | Astoria | NY | 10/2012 | 04/2022 |
| Wells Fargo Advisors Financial Network, Llc | Astoria | NY | 04/2022 | Present |
ASTORIA PRIVATE WEALTH HADDAD & CO. INC., INV RELATED, ASTORIA, NY, 100% OWNERSHIP, START 1/5/2022, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY, INV RELATED, BROOKLYN, NY, 100% OWNERSHIP, START 7/1/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-07 |
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