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205 Oser Ave, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-14 |
| NY | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 08/2018 | 10/2021 |
| Brown & Brown Insurance | Uniondale | NY | 09/2017 | 08/2018 |
| Town Of Islip | Islip | NY | 08/2016 | 08/2017 |
| Bank Of America, N.A. | Melville | NY | 10/2018 | 10/2021 |
| Fidelity Investments | Lake Grove | NY | 10/2021 | 11/2021 |
| Lpl Financial Llc | Plainview | NY | 11/2021 | 06/2024 |
| Lpl Financial Llc | Plainview | NY | 11/2021 | 05/2023 |
| Rockline Wealth Management Llc | Plainview | NY | 05/2023 | 01/2025 |
| Rockline Wealth Management Llc | Islip Terrace | NY | 01/2025 | Present |
| American Capital Partners | Hauppauge | NY | 12/2025 | Present |
Insurance Agent- investment related- Non-Variable Insurance - Start Date: 4/15/2019 Partners Capital Services, Inc - Investment Advisor; Santo Private Wealth; holding company; with his investment advisory business; 12/18/2025 Mr. Santo devotes approximately 80hrs per month for his outside business. Mr. Santo devotes approx. 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-14 |
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