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Lords Wealth CRD 302002
28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Nyack, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B S F S Advisors | Nyack | NY | 01/2019 | Present |
| Samuel Schaeffer | Nyack | NY | 01/2017 | 07/2019 |
| The Leneta Company | Mahwah | NJ | 08/2012 | 09/2020 |
The Leneta Company. 15 Whitney Road, Mahwah, NJ 07430. The Leneta Company is a manufacturing company. My role is administrator. I administer payroll and certain benefits. This started in September of 2020 and I spend approximately 5 hours a week on it total and during trading hours. I also work for myself as a personal coach a couple of hours a week out of my home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
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