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Michal Lacheta

Spirit Of America Management Corp

Syosset, NY

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Current Employers
Spirit Of America Management Corp

477 Jericho Turnpike, Syosset, NY 11791-9006 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-11-29
  • NJ RA
    APPROVED
    Since 2022-11-29

Branch Locations

477 Jericho Turnpike, Syosset, NY 11791-9006 • 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
Willowbridge Associates, Inc. Plainsboro NJ 07/2003 01/2020
Unemployed Princeton NJ 01/2020 05/2020
Pnc Bank Hamilton NJ 05/2020 07/2021
Zynergy Retirement Planning Red Bank NJ 07/2021 07/2021
David Lerner Associates, Inc. Lawrenceville NJ 08/2021 Present
  • 07/2003 → 01/2020
    Willowbridge Associates, Inc.
    Plainsboro, NJ
  • 01/2020 → 05/2020
    Unemployed
    Princeton, NJ
  • 05/2020 → 07/2021
    Pnc Bank
    Hamilton, NJ
  • 07/2021 → 07/2021
    Zynergy Retirement Planning
    Red Bank, NJ
  • 08/2021 → Present
    David Lerner Associates, Inc.
    Lawrenceville, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
  • S66 Uniform Combined State Law Examination
    2022-11-21

View on SEC IAPD

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THERESA ANN BILELLO
TIMOTHY JOHN SOMMER

Other Offices

LEGACY EDGE ADVISORS · SYOSSET, NY
LEGACY EDGE ADVISORS · SYOSSET, NY
WELLS FARGO CLEARING SERVICES, LLC · SYOSSET, NY
LPL FINANCIAL LLC · SYOSSET, NY
CITIGROUP GLOBAL MARKETS INC. · SYOSSET, NY
J.P. MORGAN SECURITIES LLC · SYOSSET, NY
OLD BRIDGE WEALTH, INC · SYOSSET, NY
OLD BRIDGE WEALTH, INC · SYOSSET, NY

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