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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 | 2022-10-19 |
Branch Locations
6500 Jericho Turnpike Ste 206, Commack, NY 11725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 10/2007 | 02/2018 |
| Lpl Financial Llc | Commack | NY | 02/2018 | 10/2022 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2022 | Present |
| Professional Tax Savers/Suffolk Service Bureau) | Commack | NY | 10/2007 | Present |
| Hoffman & Bentovim | Commack | NY | 10/2007 | Present |
1) PROFESSIONAL TAX SAVERS/SUFFOLK SERVICE BUREAU), INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PERSONAL INCOME TAX PREPARATION AND DBA FOR INVESTMENT BUSINESS, 3H/WEEK AT 25% OF TIME, 75% OF TIME FOR DBA/INVESTMENT BUSINESS, SINCE 10/2007 2) HOFFMAN & BENTOVIM, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, INDEPENDENT CONTRACTOR, TAX RETURN PREPARATION, 2H/WEEK, SINCE 10/2007.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-11-19 |
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