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477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-03-15 |
Branch Locations
1221 Post Road East, E Westport, CT 06880 • United States
477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Darien | CT | 11/2010 | Present |
Investment Advisory Representative; Agent at Spirit of America Management Corporation, an affiliated company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-10 |
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