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335 Washington Ave, Cedarhurst, NY 11516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwm Group | Hewlett | NY | 11/2015 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | Present |
1) MWM GROUP LLC. INVESTMENT RELATED. 335 Washington Ave Cedarhurst, NY 11516. INVESTMENTS. ASSOCIATE. START 11/2/2015 25 HOURS PER MONTH, 25 DURING TRADING. CLERICAL. 2) Women's Estate Planning Group. Not Investment Related. 3 Rhinehart Place, Inwood NY 11096. A method of market my niche as a financial advisor for women. Founder. Start 1/2019. Minimal hours per month. Used for marketing purposes. 3) Fixed Life Insurance; Not Investment Related; 1193 9th St. Far Rockaway, NY 11691; Fixed Insurance; 3 Hrs/mo; 3 during trading; Selling Term Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-21 |
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