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377 Oak Street Suite 403, Garden City, NY 11530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-09 |
| NY | RA | APPROVED | 2022-03-02 |
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 |
|---|---|---|---|---|
| Td Ameritrade | Short Hills | NJ | 11/2000 | 01/2021 |
| United Asset Strategies, Inc. | Garden City | NY | 02/2022 | Present |
| Self Employed | Berkeley Heights | NJ | 02/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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