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Current Employers
Federmann Financial Advisors Inc.

745 Route 25A, Suite C, Rocky Point, NY 11778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-07
NY RA APPROVED 2021-11-20
  • FL RA
    APPROVED
    Since 2025-04-07
  • NY RA
    APPROVED
    Since 2021-11-20

Branch Locations

Tampa, FL • United States

745 Route 25A, Suite C, Rocky Point, NY 11778 • 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
Synergy Storage Group Wesley Chapel FL 09/2018 05/2020
Federmann Financial Advisors Rocky Point NY 11/2020 Present
Greggs Landscaping Mastic Beach NY 05/2020 10/2020
Saint Leo University Saint Leo FL 08/2014 05/2020
  • 09/2018 → 05/2020
    Synergy Storage Group
    Wesley Chapel, FL
  • 11/2020 → Present
    Federmann Financial Advisors
    Rocky Point, NY
  • 05/2020 → 10/2020
    Greggs Landscaping
    Mastic Beach, NY
  • 08/2014 → 05/2020
    Saint Leo University
    Saint Leo, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-20
  • S65 Uniform Investment Adviser Law Examination
    2021-11-20

View on SEC IAPD

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