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St. Cloud, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-08 |
Branch Locations
St. Cloud, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Melville | NY | 07/2015 | 12/2018 |
| New York Life Insurance Company | Melville | NY | 07/2015 | 01/2018 |
| Quality Life Solutions, Inc | Commack | NY | 12/2011 | Present |
| Gwn Securities | Hauppauge | NY | 01/2018 | 03/2019 |
| Massmutual Life Insurance Company | Melville | NY | 02/2019 | 07/2019 |
| Mml Investors | Melville | NY | 03/2019 | 07/2019 |
| Pruco Securities | Melville | NY | 10/2019 | 12/2022 |
| Prudential Insurance Company Of America | Melville | NY | 10/2019 | 01/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2023 | 11/2023 |
| Your Choice Financial Llc | St Cloud | FL | 02/2022 | Present |
1) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional insurance. Agent. Start: 01/2023. 20 hrs/month; all during trading hours. Sales of fixed / traditional insurance products. 2) PKSF. Investment-related. At registered location. Fixed / Traditional insurance. Agent. Start: 01/2023. 20 hrs/month; all during trading hours. Sales of fixed / traditional insurance products. 3) Senior Health Plan Specialists. Investment-Related. Located at: 1600 Calebs Path Extension, Hauppauge, NY 11788. Medical Insurance. Agent. Start: 10/2019. 15 hrs/month; all during trading hours. Selling medicare plans. I am a broker for Medicare companies with Senior Health Plan Specialists 4) I am a Senior Leader for Robbins Research Inc 5) Life Coach; Steph Ethe Coaching; Investment related: No; 88 Marie Crescent Commack NY 11725 United States; Duties: Coaching individuals and business in areas of their life to help them live the life of their dreams; 2023-01-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 30; 6) Owner; Quality Life Solution Inc.; Investment related: No; 88 Marie Crescent Commack NY 11725 United States; Duties: Marketing for Insurance and related products; 2011-12-22; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 7) Registered Social Security Analyst. Not investment-related. Located at 88 Marie Crescent, Commack, NY 11725. Consulting Services. Registered Social Security Analyst. Start: 03/2023. 2 hr/month; all during trading hours. Helping people optimize and maximize their social security claiming decision. 8) Book Author. Not investment-related. Located at 88 Marie Crescent, Commack, NY 11725. Book. Author. Start: 04/2023. 4 hr/month; all during trading hours. Interviewing people for the book.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-01 |
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