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377 Oak Street Suite 403, Garden City, NY 11530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-11 |
Branch Locations
377 Oak Street Suite 403, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Asset Strategies, Inc. | Garden City | NY | 01/2009 | Present |
(1) EME ASSET MANAGEMENT, LLC; INVESTMENT RELATED; 10 CRINKLE COURT, NORTHPORT, NEW YORK 11768; OVERSEES GRM REAL ESTATE HOLDINGS LP, A REAL ESTATE COMPANY; MANAGING MEMBER AND ONE-THIRD OWNER; REVIEW REAL ESTATE INVESTMENTS; START DATE 02/2012; TWO HOURS PER MONTH; NO HOURS PER MONTH DURING SECURITIES TRADING HOURS; (2) 360 FAMILY OFFICE ADVISOR, LLC; INVESTMENT RELATED; 10 CRINKLE COURT, NORTHPORT, NEW YORK 11768; PROVIDES CONSULTING REGARDING SMALL PRIVATELY HELD COMPANIES; PRINCIPAL AND ONE-THIRD OWNER; PARTICIPATE IN MONTHLY MEETINGS; START DATE 07/2019; THREE HOURS PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-04 |
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