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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
Branch Locations
200 Motor Pkwy. Suite A-7, Hauppauge, NY 11788 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Portfolio Review Corp. | Locust Valley | NY | 11/2006 | 03/2018 |
| Sterling Monroe Securities, Llc | Locust Valley | NY | 08/2017 | 03/2018 |
| Lpl Financial Llc | Hauppauge | NY | 03/2018 | 04/2021 |
| Private Advisor Group, Llc | Hauppauge | NY | 09/2018 | 04/2021 |
| Resources Investment Advisors, Llc | Overland Park | KS | 05/2021 | Present |
| Triad Advisors | Norcross | GA | 04/2021 | 08/2024 |
| Osaic Wealth, Inc. | Hauppauge | NY | 08/2024 | Present |
1)OneDigital;investment related;200 Galleria Pkwy SE,Suite 1950,Atlanta,GA;financial;operations manager;3/2021;160 hrs/month6.5 hrs during trading;client service,managerial,administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-13 |
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