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40 Wall Street Suite 3602, New York, NY 10005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-09 |
| NC | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-01-30 |
| FL | RA | APPROVED | 2025-01-21 |
| DE | RA | APPROVED | 2025-01-17 |
| PA | RA | APPROVED | 2025-01-17 |
| NY | RA | APPROVED | 2024-11-21 |
Branch Locations
40 Wall Street Suite 3602, New York, NY 10005 • UNITED STATES
Mongomery, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belz Monument Service | Houston | TX | 11/2014 | Present |
| R F Lafferty & Co Inc | New York | NY | 08/2016 | Present |
BELZ MONUMENT SERVICE INC, NOT INVESTMENT RELATED, 10410 VETERANS MEMORIAL DRIVE HOUSTON, TX 77038, HOUSTON NATIONAL CEMETARY, SANDBLASTING OF HEADSTONES, OWNER AND OFFICER, START DATE 11/2014, Less than 1 hour a week . Belz Monument & Sandblasting Co - 10450 West Montgomery Rd Houston TX 77088 - Design and sales of Headstone - Established 2/2025 - Vice President - manage employees and monitor production. 10 hours monthly during security trading time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-25 |
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