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485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-17 |
Branch Locations
485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
Cheswick, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Glenshaw | PA | 06/2012 | 05/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Pittsburgh | PA | 11/2012 | 05/2017 |
| East Liberty Chamber Of Commerce | Pittsburgh | PA | 09/2016 | 04/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 05/2017 | 06/2026 |
| Tiaa | Pittsburgh | PA | 05/2017 | 06/2026 |
| Legacy Edge Advisors | Syosset | NY | 06/2026 | Present |
(1) RENTAL PROPERTY POSITION: Owner/Landlord NATURE: Renting an apartment that I own. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/10/2024 ADDRESS: 813-815 9th Ave, Brackenridge PA 15014, United States DESCRIPTION: I will be acting as the property manager. (2) LUNI, LLC POSITION: Owner NATURE: Rental Properties/landlord INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2024 ADDRESS: Home Address, Cheswick PA 15024, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-10 |
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