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485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-28 |
| NY | RA | APPROVED | 2023-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Melville | NY | 12/1994 | 04/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Melville | NY | 12/1994 | 03/2021 |
| Legacy Edge Advisors, Llc | Syosset | NY | 11/2023 | Present |
| New Edge Advisors, Llc | Melville | NY | 04/2021 | 10/2023 |
RSTM PARTNERS, LLC POSITION: Partner NATURE: Real estate investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2019 ADDRESS: Home Address, Garden City NY 11530, United States DESCRIPTION: The LLC owns 1 member unit of Summit Ridge Apts JV LLC. Summit Ridge Apt JV, LLC is a real estate investment company that performs all aspects of the renting of an apartment complex in North Carolina. I do not have any part of any of the business. RSTM Partners is strictly investing in the project.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-03 |
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