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1010 Northern Boulevard Suite 310, Great Neck, NY 11021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-26 |
| TX | RA | APPROVED | 2020-06-09 |
Branch Locations
1010 Northern Boulevard Suite 310, Great Neck, NY 11021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Uniondale | NY | 09/2010 | 01/2020 |
| Private Client Services | Great Neck | NY | 01/2020 | Present |
| Palumbo Wealth Management | Great Neck | NY | 01/2020 | Present |
1. Registered Representative of Private Client Services. He spends less than 10% per month. 2. Insurance Sales. Not Investment Related. 1010 Northern Blvd, Great Neck NY 11021. Insurance. Agent. Started 01/2020. 5 hours per week not during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-26 |
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