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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-30 |
Branch Locations
6500 Jericho Turnpike Ste 206, Commack, NY 11725 • 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 | Commack | NY | 02/2018 | 07/2022 |
| Suffolk Service Bureau Dba Professional Tax Savers | Commack | NY | 01/1997 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2023 | Present |
| Invest Financial Corporation | Tampa | FL | 10/2007 | 02/2018 |
| Asset & Financial Planning, Ltd | Commack | NY | 08/2007 | 02/2018 |
1) SUFFOLK SERVICE BUREAU DBA PROFESSIONAL TAX SAVERS; COMMACK, NY; INVESTMENT RELATED; INCOME TAX PREP; DBA FOR INVESTMENT SERVICES; OWNER; SINCE 01/1997; 40 HRS/MO 2) ATLANTIC COVE MARINA; EAST MORICHES; NY; NON-INVESTMENT RELATED; PART OWNER OF MARINA; SINCE 05/2018; 8 HRS/MO 3) HAMPTON DUNE HOLDINGS; COMMACK, NY; NON-INVESTMENT RELATED; HOLDING CORPORATION OF ATLANTIC COVE MARINA; 4 HRS/MO; SINCE 08/2022 4) 3 SPRING HILL MARINE HOLDINGS; COMMACK, NY; NON-INVESTMENT RELATED; BUSINESS ENTITY FOR TAX PURPOSES; PARTNER; HOLDING COMPANY TO HOLD SHARES OF HAMPTON DUNE HOLDINGS; SINCE 05/2018 OWNER; 1 HR/MO 5) TRUSTEE FOR TRUST; COMMACK, NY; SINCE 01/2007 6) HOFFMAN & BENTOVIM CPA'S; COMMACK, NY; NON-INVESTMENT RELATED; TAX PREP; INDEPENDENT CONTRACTOR; SINCE 01/1997; 20 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-01 |
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