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Tsa Management Inc CRD 106440
$1.48B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
725 Glen Cove Ave, Glen Head, NY 11545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Family Finances | Bellmore | NY | 01/2010 | Present |
| Hrc Investment Services | Glen Head | NY | 07/2013 | Present |
1.) TAX PREPARER. KPS Planning INC. DBA Moskowitz and Simmons, 351 Merrick Road, Lynbrook, NY 19563. Not investment related only February, March and April of each year 5-8 hours during trading hours and $20k in income and I will receive a salary from this OBA. Effective 12/31/16 I will own 100% of the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-30 |
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