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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-28 |
Branch Locations
275 Madison Avenue Suite 1200, New York, NY 10016 • United States
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis & Grutman, Llp | New York | NY | 04/2010 | Present |
| Lebenthal Financial Services, Inc. | New York | NY | 08/2011 | Present |
| Lebenthal Diversified Asset Management Inc. | New York | NY | 06/2017 | 04/2019 |
| Lebenthal Global Advisors, Llc | New York | NY | 04/2019 | Present |
(1) Davis & Grutman, LLP; Not investment-related; Accounting Firm; Partner/Accountant; 160 HOURS/MONTH. (2) BGP rental LLC, BGP2 rental LLC rental real estate, partner, The Oaks 23 LLC, The Oaks at Tampa Investors LLC , no salary, income from rents, 4hr/month (3) Great Masters Art Fund, LLC, Art investments, no salary (4) Lebenthal Financial Services Inc.; Investment-Related; New York, NY; Registered Representative; Start Date: 08/2011. (5) Lebenthal Global Advisors, LLC; Investment-Related; New York, NY; Investment Adviser Representative; Start Date: 04/2019. 6) Life Insurance License
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-07 |
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