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Current Employers
Mwm Group Llc

335 Washington Ave, Cedarhurst, NY 11516 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-09
  • NY RA
    APPROVED
    Since 2024-10-09

Branch Locations

335 Washington Ave, Cedarhurst, NY 11516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 12/2020 Present
Mwm Group Cedarhurst NY 09/2020 Present
Unemployed Lawrence NY 07/2020 09/2020
Mir Jerusalem Jerusalem 04/2015 07/2020
  • 12/2020 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2020 → Present
    Mwm Group
    Cedarhurst, NY
  • 07/2020 → 09/2020
    Unemployed
    Lawrence, NY
  • 04/2015 → 07/2020
    Mir Jerusalem
    Jerusalem
Other Businesses

1) MWM Group. Investment Related. 335 Washington Ave Cedarhurst, NY 11516. RIA, Investment Advisor. Start 9/2020. 160hrs/mo, all during trading hours. Provide investment advice. 2) Fixed Insurance. Non-Investment Related. 1193 Beach 9th Street, Far Rockaway, NY 11691. Fixed Insurance Broker. Start 9/2020. 40hrs/mo, 35hrs/mo during trading hours. Provide insurance services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-20
S63 Uniform Securities Agent State Law Examination 2021-02-23
  • S66 Uniform Combined State Law Examination
    2024-08-20
  • S63 Uniform Securities Agent State Law Examination
    2021-02-23

View on SEC IAPD

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