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960 Route 6, Mahopac, NY 10541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-05 |
| CT | RA | APPROVED | 2012-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spano & Treglia Llp | Mahopac | NY | 05/1997 | Present |
| Spano Advisory Services | Mahopac | NY | 05/2001 | Present |
1) SPANO & TREGLIA LLP - PARTNER - ACCOUNTING FIRM - 55% OF HIS TIME PER MONTH WITH SOME DURING MARKET HOURS. 2) INDEPENDENT INSURANCE AGENT - 5% OF HIS TIME PER MONTH WITH SOME DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-31 |
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