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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
| FL | RA | APPROVED | 2019-10-08 |
Branch Locations
500 N. Broadway Suite 238, Jericho, NY 11753 • United States
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 |
|---|---|---|---|---|
| Lebenthal Financial Services, Inc. | Jericho | NY | 06/2015 | Present |
| Lebenthal Global Advisors, Llc | Jericho | NY | 04/2019 | Present |
| Lebenthal Financial Services, Inc. | Jericho | NY | 04/2019 | Present |
(1) Licensed Independent Insurance Producer; Not investment-related; life and annuity products. (2) Lebenthal Financial Services, Inc.; Investment-Related; Jericho, NY; Operations Professional Since 2015; Registered Representative Since 2019. (3) Lebenthal Global Advisors, LLC; Investment-Related; Jericho, NY; Investment Adviser Representative Since 2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-22 |
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