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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-03 |
Branch Locations
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lebenthal Financial Services, Inc. | Jericho | NY | 07/2012 | Present |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 04/2019 | Present |
| Lebenthal Diversified Asset Management Inc. | Hauppauge | NY | 01/2015 | Present |
(1) Lebenthal Financial Services Inc.; Investment-Related; Jericho, NY; Registered Representative; Start Date: 07/2012. (2) Lebenthal Global Advisors, LLC; Investment-Related; Hauppauge, NY; Investment Adviser Representative; Start Date: 04/2019. (3) Lebenthal Diversified Asset Management; Investment-Related; Hauppauge, NY; Head Trader; Start Date: 01/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-28 |
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