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95 Broadhollow Road, Suite 102, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-02 |
| NY | RA | APPROVED | 2021-02-11 |
Branch Locations
95 Broadhollow Road, Suite 102, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Wealth Management, Llc | Melville | NY | 01/2015 | Present |
Nassau Academy of Dentistry; Not investment-related; 377 Oak Street, Suite 204, Garden City, NJ 11530-6542; Charitable and educational foundation; Trustee on Board of Directors; 6/30/2026; No compensation; Less than 1 hour per month; I will meet 3 times a year looking for ways to give, like creating scholarships for kids, help for kids who lost a home to fire, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-24 |
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