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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-29 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Melville | NY | 07/2014 | 09/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2020 | Present |
| Thrivent Advisor Network Dba Louis C Ciliberti & Associates, Ltd | Plainview | NY | 09/2020 | 11/2024 |
| Concurrent Investment Advisors, Llc | Plainview | NY | 11/2024 | Present |
| Ameriprise Financial Services, Inc. | Melville | NY | 11/2017 | 12/2018 |
1) Concurrent Investment Advisors DBA Louis C Ciliberti & Associates, Ltd. Investment Related. At registered location. RIA, Financial Advisor. Start 11/15/2024. 80hrs/mo, all during trading hours. Client interaction with regards to oversight and management of Investment Portfolio. 2) Louis C Ciliberti & Associates, Ltd. Non-Investment Related. At registered location. Life and Health Insurance sales and service. President. Start 1986. 40hrs/mo, none during trading hours. Executive and Administrative. 3) JGL Realty. Non-Investment Related. At registered location. Real Estate Holding Company, Manager. Start 1/2016. 5hrs/mo, none during trading hours. Real Estate Management, owner of small office building. 4) Owner; Best Interest Benefits, LLC; At registered location; Since 02/2022; Approximately 4 hours spent per month; Administrative 5) NYS Troopers Memorial Fund; Not Investment Related; P.O. Box 526 Mt Sinai NY 11766; 501(c)3 Charity; Board Member; April 2024; 5 hrs/mo. 0 during trading; Help raise donations for toy drive around the holidays, attend golf outing and cigar night, help give away food at Food drive. 6) I own an S-Corp 100% for the sale of life and health insurance own an LLC 100% that owns my office building. 7) Celebrity Equities LLC. Not Investment related. 980 Old Country Rd, Plainview NY 11803. Real Estate. Manager. 02/2025. Hrs/month 1 with 0 during trading hours. Land ownership. 8) Louis C. Ciliberti Associates Holdings, LLC Investment Related Located at 980 Old Country Rd Plainview NY 11803. Holding Company that accepts advisory fees and insurance commissions Owner. Start date 12/2024, 1 hour per month during business hours. 9) NY Edge. Non-Investment Related. 58-12 Queens BLVD Suite 1 Woodside, NY 11377. Board of Directors. Board Member. 12/1/2024. 1. 1 during securities trading hours. Attend meetings and events. 10) Catholic Faith Network. 1200 Glenn Curtis Blvd Uniondale, NY 11553. Board of Directors. Board Member. 1/1/1991. 1. 1 during securities trading hours. Attend meetings and events. 11) 1 Cool Blow 126 LLC. 980 Old Country Rd, Plainview, NY 11803. Owner. 3/19/2025. 0 hours per month during securities hours. Own Real Estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-10 |
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