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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-12 |
Branch Locations
101 Park Avenue, 12Th Floor, New York City, NY 10178 • United States
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mkm Partners, Llc | Stamford | CT | 03/2018 | 08/2018 |
| Unemployed | Na | NY | 11/2017 | 03/2018 |
| Hunting Hill Global Capital | New York | NY | 07/2015 | 10/2017 |
| Alliance Bernstein | New York | NY | 09/2019 | 06/2020 |
| Self-Employed | Garden City | NJ | 09/2018 | 08/2019 |
| Northeast Private Wealth | Woodbury | NY | 08/2020 | 06/2021 |
| Spire Securities,Llc | Woodbury | NY | 08/2020 | 01/2023 |
| Northeast Private Wealth | Woodbury | NY | 06/2020 | 01/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2023 | Present |
| Alliant Retirement Consulting | New York | NY | 03/2023 | Present |
| Alliant Insurance Services | New York | NY | 03/2023 | Present |
| Nutrition Direct Llc | Garden City | NY | 06/2020 | Present |
1.NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: SENIOR VICE PRESIDENT START DATE: 03/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR REPRESENTATIVE 2. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TPA COMPLIANCE WORK, 401(K) CONSULTING SERVICES, RETIREMENT PLANS, FIXED INSURANCE START DATE: 03/2023 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PRODUCER 3. NAME OF OTHER BUSINESS: NUTRITION DIRECT LLC INVESTMENT RELATED: NO ADDRESS: GARDEN CITY, NY 11530 NATURE OF BUSINESS: ONLINE LIQUID PROTEIN FOR WOUND CARE START DATE: 06/2020 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: .1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OPERATIONS AND SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-17 |
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