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585 Stewart Ave Suite 620, Garden City, NY 11530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-02-20 |
| NY | RA | APPROVED | 2024-02-20 |
Branch Locations
585 Stewart Ave Suite 620, Garden City, NY 11530 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Cushing | ME | 10/2012 | Present |
| Flynn Zito Capital Management, Llc | Garden City | NY | 02/2024 | Present |
1) 10/26/2012; GARY SIMEL FINANCIAL STRATEGIES; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; 100% OF TIME SPENT. 2) 02/21/2024 - Flynn Zito Capital Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/20/2024 - 40 Hrs/mo; 8 Hrs During Trading. 3) 02/18/2026 - Flynn Zito Capital Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/22/2024 - 20 hours per month/ 0 hours during trading - I provide investment advisory services through Flynn Zito Capital Management, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-15 |
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