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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-29 |
Branch Locations
980 Old Country Road, Plainview, NY 11803 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Louis C Ciliberti & Associates | Plainview | NY | 03/2021 | Present |
| Sterling National Bank | Jericho | NY | 08/2016 | 03/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2021 | Present |
| Concurrent Investment Advisors, Llc | Plainview | NY | 11/2024 | Present |
| Thrivant Advisor Network | Minneapolis | MN | 12/2021 | 11/2024 |
1) Louis C. Ciliberti & Associates. Investment related. At registered location. RIA. IAR. 03/2021. 160 hrs/mo. 160 hrs during trading. Advisor in training______ 2) GHOST, LLC - 400 N. State St, 4Fl Chicago IL 60654, - Sports Nutrition - Ambassador - Not Investment Related - 8 hours/0 trading hours a month - engaging with local sports nutrition stores in the Long Island area to access performance of GHOST products in stores and running product demos at local Gyms. 3) JFC Advisory Solutions. Not Investment Related. At registered location. Pass Through Entity. Owner. 1/1/2024. Hrs/month 0 all during trading hours. Created as a pass-through entity, No "duties" performed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
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