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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herricks High School | New Hyde Park | NY | 09/2015 | 06/2019 |
| Eagle Nurseries | New Hyde Park | NY | 09/2015 | 08/2019 |
| University Of West Florida | Pensacola | FL | 08/2019 | 05/2024 |
| Pensacola Police Department | Pensacola | FL | 09/2020 | 05/2021 |
| United States Marshals Service | Pensacola | FL | 08/2021 | 01/2022 |
| Army Rotc | Pensacola | FL | 08/2020 | 09/2022 |
| Long Island Baseball | Bellmore | NY | 05/2024 | 08/2024 |
| Northwestern Mutual | Farmingdale | NY | 08/2024 | 03/2025 |
| Long Island Baseball | Bellmore | NY | 03/2025 | Present |
| Merrick Financial Group | Merrick | NY | 04/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: Merrick Financial Group INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Financial services START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: Client Service Associate APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: Provide administrative services; 2. NAME OF OTHER BUSINESS: LONG ISLAND BASEBALL; INVESTMENT RELATED: NO; ADDRESS: 2230 HOWELL ST, BELLMORE, NY 11710; NATURE OF BUSINESS: ATHLETICS; START DATE: 3/2025; POSITION/TITLE/RELATIONSHIP: PERSONAL TRAINER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COACH AND TRAIN ATHLETES; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/26/2024; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-25 |
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