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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-28 |
| NY | RA | APPROVED | 2025-07-25 |
Branch Locations
85 East Old Country Rd, Hicksville, NY 11801 • United States
300 Executive Dr Suite 350, West Orange, NJ 07052 • United States
548 June Court, West Hempstead, NY 11552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc | Syosset | NY | 09/2014 | 01/2024 |
| Ameriprise Financial Services, Llc | Hicksville | NY | 01/2024 | 07/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-20 |
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