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St. Cloud, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-28 |
Branch Locations
Dix Hills, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Melville | NY | 12/2015 | 01/2018 |
| New York Life Insurance Company | Melville | NY | 12/2015 | 03/2018 |
| Eagle Strategies Lll | Melville | NY | 05/2016 | 01/2018 |
| Mml Investors Services, Llc | Melville | NY | 03/2018 | 04/2022 |
| Mass Mutual Life Insurance Co | New York | NY | 03/2018 | 05/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | 11/2023 |
| Your Choice Financial | Dix Hills | NY | 04/2022 | Present |
| Your Choice Financial Llc | Dix Hills | NY | 06/2022 | Present |
1) CONTINUING EDUCATION PROCTOR AND INSTRUCTOR FOR LIFE, HEALTH, PC AGENTS; PROCTOR/INSTRUCTOR ; INVESTMENT RELATED: NO; 22 REDWOOD DRIVE DIX HILLS NEW YORK 11746 UNITED STATES; HAND OUT TESTS - MARK THEM AND SUBMIT -- ALSO ZOOM WEBINARS WHERE I LECTURE ON APPROVED CE COURSES FOR AGENTS AND BROKERS WHO REGISTER THROUGH POHS ; 2019-07-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 8;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5; 2) SUNY Cortland Alumni Association. Not Investment related. Located at Brockway Hall, Room 207, 21 Graham Ave. Cortland, NY 13045. Nature - Alumni Association. Position - Board member. Start - 2016. 2 hours per month not during trading hours. Duties - Alumni Awards for Distinguished Alumni. 3) Larry J. McGrory Property and Casualty Insurance. Not Investment related. Located at 22 Redwood Drive, Dix Hills, NY 11746. Nature - Property and Casualty Insurance. Position - Broker. Start - 08/2020. 4 hours per month, 1 hour during trading hours. Duties - providing options for auto, home and commercial Insurance for clients. 4) Teaching Adult ED at Half Hallow High School Dix Hills. Could end up with Clients. Half Hallow Rd., Dix Hills, NY 11746 - 525 Half Hollow Rd. Adult Education. Instructor. 2023-06-01; Duties: instruct those attending as to options regarding long term care, basic estate planning, social security ; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0; 5) Vesta Divorce - Long Island Hub. Investment Related. At Registered Location. Provide Guidance to Individuals Pre, During, and After Divorce. Advisor for Long Island Hub of Professional. 6/2022. 2-4 Hrs/Mo; All During Trading Hours. The Financial Professional in the Hub that has Other Professionals. 6) Medicare/Medicaid Sales. Investment Related. At Registered Location. Selling Medicare/Medicaid Advantage Plans. Agent. 10/2022. 6 Hrs/Mo; 3 During Trading Hours. Sales of Medicare/Medicaid. 7) Your Choice Financial. Investment Related. At Registered Location. RIA. IAR. 05/2022. 160 Hrs/Mo; All During Trading Hours. Investment Advisor. 8) Solutions Brokerage Network LLC; Partner; Investment related: Yes; 22 Redwood Drive Dix Hills NY 11746 United States; Fixed insurance products ; Duties: sell fixed products and recruit insurance brokers ; 2023-03-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 15; 9) LVED Financial Network LLC; Minority Owner; Investment related: No; 12218 Red Pine Place, Estero, FL 33928, United States; Developer of an estate-planning and legacy-management technology platform; Duties: minor shareholder with no official capacity or active role; Start date: upon signing of share agreement; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-30 |
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