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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-29 |
Branch Locations
980 Old Country Rd, Plainview, NY 11803 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Melville | NY | 05/2016 | 01/2017 |
| Ameriprise Financial Services, Inc. | Melville | NY | 05/2016 | 01/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2021 | Present |
| Thrivent Advisor Network, Llc | Plainview | NY | 01/2021 | 11/2024 |
| Mike Greco | Melville | NY | 05/2016 | 01/2017 |
| Louis C. Ciliberti & Associates | Plainview | NY | 01/2021 | Present |
| Concurrent Investment Advisors, Llc | Plainview | NY | 11/2024 | Present |
1) Concurrent Investment Advisors d/b/a Louis C Ciliberti & Associates, Investment Related, At registered location, DBA - Non Owner, 160 hrs/mo, 120 hrs/mo during trading. Support person in the office 2) Rental Real Estate Not Investment Related. 4 Mott Dr., Bellport, NY 11713. Rental Real Estate. Owner. 5/15/2017. 2 hrs/mo. 0 hrs during trading. My spouse and I own a rental house that we rent out. I keep the books and help with general maintenance and landscaping 3) Notary Public; Not Investment Related; At registered location; Notary Public; Notary; 06/2017; 0.01hr/mo; 0.01hr/during trading; Notarizing forms for clients, friends, neighbors. Compensation is not received for this activity at this time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-13 |
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