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477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-05-04 |
Branch Locations
477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
134 Franklin Corner Rd Suite 200, Lawrenceville, NJ 08648 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Teaneck | NJ | 08/2016 | 03/2018 |
| David Lerner Associates, Inc. | Teaneck | NJ | 03/2018 | Present |
Investment Advisory Representative; Agent at Spirit of America Management Corporation, an affiliated company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-03 |
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