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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-12 |
Branch Locations
500 N. Broadway, Ste 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 |
|---|---|---|---|---|
| Fiduciary Trust International | New York | NY | 06/2017 | 02/2021 |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 03/2021 | 09/2022 |
| Lebenthal Diversified Asset Management Inc. | Hauppauge | NY | 03/2021 | 09/2022 |
| Molloy College | Rockville Centre | NY | 09/2013 | 05/2017 |
| Northern Trust Wealth Management | New York | NY | 09/2022 | 11/2024 |
| Northern Trust Wealth Management | New York | NY | 11/2024 | 04/2025 |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 05/2025 | Present |
I am a licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-12 |
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