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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-11 |
Branch Locations
8401 Lake Worth Road Suite 203, Lake Worth, FL 33467 • United States
242 Main Street, Staten Island, NY 10307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Tax Coach, Llc | Lake Worth | FL | 01/2004 | Present |
| Guardian Life Insurance Co | Boca Raton | FL | 09/2015 | 11/2016 |
| Park Avenue Securities Llc | Boca Raton | FL | 09/2015 | 11/2016 |
| Guardian Life Insurance | West Palm Beach | FL | 11/2016 | 01/2020 |
| Park Avenue Securities | West Palm Beach | FL | 11/2016 | 01/2020 |
| Chelsea Financial Services | Staten Island | NY | 01/2020 | Present |
1. The Tax Coach, LLC Tax preparation for individuals and corporate entities Start: 11/01/2004 Address: 8401 Lake Worth Rd., Suite 203 Lake Worth, FL 33467 5 bus hrs per month Not investment related 2. Atlantic Florida Properties Not actively selling real estate. Just when an unsolicited inquiry occurs, I will occasionally assist them. Start: 01/01/2013 Address: 8461 lake Worth Ave Suite 203 lake Worth, FL 33467 5 non bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-17 |
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