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155 Pinelawn Road Suite 210 N, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-14 |
Branch Locations
155 Pinelawn Road Suite 210 N, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | New York | NY | 03/2015 | 06/2020 |
| Compass Advisors Group Llc Dba Compass Advisors | Melville | NY | 06/2020 | Present |
1. Rental property. 540 Main St, Clinton MA 01510. Owner/landlord. Start Jan 2018. 2 hrs/mth. Zero during sec trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-13 |
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-01 |
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