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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-13 |
| NY | RA | APPROVED | 2021-07-15 |
| NJ | RA | APPROVED | 2019-09-05 |
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 |
|---|---|---|---|---|
| Grant Thornton Llp | New York | NY | 08/2015 | 07/2017 |
| Lebenthal Diversified Asset Management Inc. | Hauppauge | NY | 07/2017 | Present |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 07/2019 | Present |
(1) Lebenthal Diversified Asset Management Inc.; Investment-Related, Hauppauge, New York, Chief Financial Officer (07/2017), 40 hours per week. (2) Lebenthal Global Advisors, LLC; Investment-Related; Hauppauge, NY; Investment Adviser Representative (07/2019). (3) Property manager for the building that houses Lebenthal Global Advisors in Hauppage, NY. Not investment-related. The building is owned by my father, Dominick Tavella. It is a three-story building with additional tenants. I devote 15 hours per month to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-30 |
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