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300 Park Avenue 24Th Floor, New York, NY 10022-6143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-18 |
Branch Locations
300 Park Avenue 24Th Floor, New York, NY 10022-6143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lebenthal Financial Services, Inc. | Jericho | NY | 10/2018 | 04/2019 |
| Adelphi University | Garden City | NY | 08/2016 | 05/2020 |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 06/2020 | 12/2022 |
| Lebenthal Financial Services, Inc. | Jericho | NY | 06/2020 | 12/2022 |
| Lebenthal Financial Services, Inc. | Jericho | NY | 10/2019 | 08/2021 |
| Marks Paneth Llp | Nyc | NY | 10/2021 | 01/2022 |
| Cbiz, Inc. | New York | NY | 01/2022 | 11/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 12/2023 | 07/2026 |
| Gotham Asset Management, Llc | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-26 |
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