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417 Ryder Rd, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Melville | NY | 01/2020 | 02/2022 |
| Town Of North Hempstead | Manhasset | NY | 03/2016 | 12/2019 |
| Nylife Securities Llc. | Melville | NY | 03/2021 | 02/2022 |
| Victory Mitsubishi | Bronx | NY | 02/2022 | 02/2023 |
| David Lerner Associates | Syosset | NY | 02/2023 | 02/2025 |
| Castleview Partners, Llc | Manhasset | NY | 03/2025 | 05/2025 |
| R Squared Iv | Manhasset | NY | 05/2025 | Present |
It is not investment related. Brian drives for uber occasionally after the market closes. 0 hours devoted to the other business during securities trading hours and a total of 10 hours a week are devoted to the outside business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
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