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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-04 |
| NY | RA | APPROVED | 2021-11-04 |
Branch Locations
2 Jericho Plaza Suite 113, Jericho, NY 11753 • United States
401 Broadhollow Rd Suite 401, Melville, NY 11747 • United States
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2000 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2000 | 10/2021 |
| Oppenheimer & Co. Inc. | Jericho | NY | 10/2021 | Present |
STEVEN GULLO IRREVOCABLE TRUST, NON-INVESTMENT RELATED. 154 109TH AVE, ELMONT, NY 11003. THIS IS A TRUST OF MY FATHER. I AM TRUSTEE OF THE TRUST. TRUST START DATE 4/7/2017. I SPEND 0 (ZERO) HOURS PER MONTH ON THIS ACTIVITY. DUTIES ARE TO MANAGE THE ASSET (SETTLERS HOME) HELD BY THE TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-30 |
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