Frank Iacovano

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-11-13
TX	RA	APPROVED	2023-11-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Chase Bank Na	Greenvale	NY	07/2023	Present
Jpmorgan Securities Llc	Greenvale	NY	07/2023	Present
Bank Of America Na	Melville	NY	03/2021	06/2023
Starbucks	Plainview	NY	06/2017	05/2022
Buteras Restaurant Of Woodbury	Woodbury	NY	08/2020	08/2021
Center For Wealth Preservation	Syosset	NY	05/2019	09/2019
Northwestern Mutual	Farmingdale	NY	03/2019	05/2019
Baruch College	New York	NY	08/2017	05/2021
Unemployed	Bethpage	NY	07/2013	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	03/2021	04/2022

07/2023 → Present

Jpmorgan Chase Bank Na

Greenvale, NY
07/2023 → Present

Jpmorgan Securities Llc

Greenvale, NY
03/2021 → 06/2023

Bank Of America Na

Melville, NY
06/2017 → 05/2022

Starbucks

Plainview, NY
08/2020 → 08/2021

Buteras Restaurant Of Woodbury

Woodbury, NY
05/2019 → 09/2019

Center For Wealth Preservation

Syosset, NY
03/2019 → 05/2019

Northwestern Mutual

Farmingdale, NY
08/2017 → 05/2021

Baruch College

New York, NY
07/2013 → 05/2017

Unemployed

Bethpage, NY
03/2021 → 04/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-12

Nearby Firms