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Fishkill, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-03-16 |
| CA | RA | APPROVED | 2011-03-28 |
Branch Locations
Eagle, ID • 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 |
|---|---|---|---|---|
| Brokerageselect | New York | NY | 02/2010 | Present |
| Pendragon Capital Managment, Inc. | Fiskhill | NY | 02/2010 | Present |
| American Hearing Aid Association | Chadds Ford | PA | 03/2013 | Present |
1) 04/2011 - WHITEHAVEN ASSOCIATES/MANAGING PARTNER/CALIFORNIA/20 HOURS PER WEEK/FINANCIAL & BUSINESS CONSULTING TO MEDICAL AND BUSINESS PROFESSIONALS. 2) AMERICAN HEARING AID ASSOCIATES/HEARWELL AUDIOLOGY; EMPLOYEE; PROVIDE BUSINESS CONSULTING SERVICES TO HEARING AID PROFESSIONALS AND BUSINESS OWNERS; 30 HOURS PER WEEK. 3) WERTLIEB GST AND FAMILY TRUST; 12/2019; TRUSTEE; NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-06 |
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