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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-20 |
Branch Locations
475 White Plains Rd Suite 28, Eastchester, NY 10709 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. KPL FINANCIAL GROUP LLC: PROVIDE FINANCIAL SERVICES. 2. INDEPENDENT INSURANCE AGENT - DENTAL AND GROUP DISABILITY INCOME, LIFE / ACCIDENT / HEALTH, MEDICARE RELATED PRODUCTS. HOME ADDRESS 10 TRADING AND 2 NON TRADING HOUR SINCE 7/2007. 3. Real estate agent - Levy & Associates Realty, LLC, Mount Vernon, NY. Buying, selling and renting properties. Start date: 6/14/18, approx. 4 hrs/mo with 50% during mkt hrs. 4. Board member - serve as Member at Large for my church. No access to funds for the organization. Start date: 11/1/23, approx. 1 hr/mo, none during mkt hrs for a 3 year term. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-14 |
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