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135 Crossways Park Drive Suite 402, Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-14 |
Branch Locations
135 Crossways Park Drive Suite 402, Woodbury, NY 11797 • United States
135 Crossways Park Drive Suite 402, Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Strategies, Llc | Woodbury | NY | 09/2011 | Present |
| Mass Mutual Life Insurance Company | Woodbury | NY | 10/2014 | 01/2018 |
| Mml Investors Services | Woodbury | NY | 09/2016 | 12/2017 |
| M Holdings Securities | Portland | OR | 01/2018 | Present |
| Spire Securities, Llc | Mclean | VA | 02/2026 | Present |
| Heritage Advisory Llc | Woodbury | NY | 02/2026 | Present |
1) HERITAGE STRATEGIES, LLC; 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY 11797; JANUARY 2018; PARTNER; ESTATE, BUSINESS SUCCESSION AND LIFE INSURANCE; INVEST RELATED; LIFE INSURANCE, OTHER HERITAGE PARTNERS/MARKETERS; 240 HOURS/MONTH, 240 HOURS/MONTH DURING BUSINESS HOURS. 2) HERITAGE BENEFIT SOLUTIONS; 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY 11797; 04/17/2020; PARTNER; HEALTH INSURANCE; INVESTMENT RELATED; 25 HOURS/MONTH; 25 HOURS/MONTH DURING BUSINESS HOURS. 3) NYPBT; 6 EAST 43RD STREET NEW YORK, NY 10017; BANKING/INVESTMENTS; INVESTMENT RELATED; REFERRAL SOURCE; REFERRING BUSINESS TO NYPBT; 1/1/2024; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS. 4) DFHS LLC; 135 CROSSWAYS PARK DR, SUITE 402, WOODBURY NY 11797; INSURANCE/INVESTMENTS; INVESTMENT RELATED; CO-MANAGING MEMBER; REFERRALS AND JOINT WORK AGREEMENT FOR INSURANCE; 10/1/2024; 2 HOURS PER MONTH, 2 HOURS PER MONTH DURING TRADING HOURS. 5) THE RIDGEBACK GROUP LLC; 222 SOUTH CHURCH ST., SUITE 407, CHARLOTTE NC 28202; FIXED LIFE INSURANCE; INVESTMENT RELATED; INDEPENDENT CONTRACTOR; SELLING FIXED LIFE INSURANCE POLICIES; 03/14/2025; 5 HR/MO; 5 HR/MO DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-18 |
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