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684 Broadway, Massapequa, NY 11758 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 07/2010 | 03/2024 |
| Port Capital Management Llc | Massapequa | NY | 03/2024 | Present |
| The Ayco Company, L.P. | New York | NY | 01/2024 | 03/2024 |
Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
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