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117 Grand Street, 2Nd Floor, Goshen, NY 10924 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-07 |
Branch Locations
117 Grand Street Suite 201, Goshen, NY 10589 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerstein Fisher | New York | NY | 10/2014 | 11/2016 |
| Gfa Securities, Llc | New York | NY | 10/2014 | 11/2016 |
| People's Securities, Inc. | Bridgeport | CT | 11/2016 | 01/2019 |
| People's United Advisors, Inc. | Bridgeport | CT | 04/2018 | 01/2019 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 03/2019 | 11/2019 |
| Td Ameritrade | Scarsdale | NY | 11/2019 | 01/2021 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2021 | 09/2022 |
| Hudson Valley Investment Advisors, Inc. | Goshen | NY | 10/2022 | Present |
| American Portfolios Advisors, Inc. | Holbrook | NY | 11/2021 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-03 |
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