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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-04 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
375 N. Broadway Suite 300, Jericho, NY 11753 • United States
101 State Farm Place Suite 103, Malta, NY 12020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Islandia | NY | 08/2016 | 10/2017 |
| The Investment Center Inc | Jericho | NY | 10/2017 | 02/2025 |
| Ic Advisory Services Inc | Jericho | NY | 10/2017 | 02/2025 |
| Equitable Advisors, Llc | New York | NY | 02/2025 | Present |
1. SPENCER AVERY INC.CORPORATION. SOLE OWNER. NOT INVESTMENT RELATED.DEVOTE 1 TO 20z%. OWN >60% STOCK. ESTABLISHED 06/2016.2. LIFEPRINT PLANNING (DBA). OWNER - DBA FOR TIC BUSINESS (SALES & RUN COMPANY). TIME DEVOTED >60%. ANNUAL INCOME >60%. DATE ESTABLISHED 12/6/2024.3. INDEPENDENT AGENT - OUTSIDE FIXED INSURANCE4. Wizdom Tower Risk New York, P&C Insurance - Partner, Referral Arrangement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-31 |
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