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Huntington Station, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auchincloss And Lawrence, Inc. | Huntington Station | NY | 06/2025 | Present |
| The Schatten Group Llc | Farmingdale | NY | 09/1992 | Present |
The Schatten Group LLC, Non-Investment related, Staff Accountant, Farmingdale, NY, 09/1992, 100 hrs per/month, duties include performing accounting and bookkeeping services for small business clients and processing annual tax returns form small business, individuals, and trusts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-30 |
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