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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-21 |
Branch Locations
1 Blue Hill Plaza, 7Th Floor Suite 4373, Pearl River, NY 10965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Nanuet | NY | 06/2017 | 08/2017 |
| Pace University | Pleasantville | NY | 09/2013 | 05/2017 |
| Foresters Financial | Nanuet | NY | 03/2018 | 10/2018 |
| Management Information Solutions | Cortlandt Manor | NY | 09/2015 | 03/2024 |
| Foresters Financial Services | Pearl River | NY | 10/2018 | 06/2019 |
| Foresters Advisory Services | Pearl River | NY | 11/2018 | 06/2019 |
| Cetera Investment Services Llc | Saint Cloud | MN | 03/2024 | Present |
| Cetera Investment Advisers Llc | Pearl River | NY | 06/2024 | Present |
1. NOTARY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-14 |
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