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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-13 |
| NY | RA | APPROVED | 2023-08-18 |
Branch Locations
50 Karl Ave, Suite 202, Smithtown, NY 11787 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark S Eghrari & Associates Pllc | Smithtown | NY | 12/1998 | Present |
| Eghrari Wealth Training Llc. | Smithtown | NY | 11/2013 | Present |
| Brokers International Financial Services | Smithtown | NY | 08/2023 | Present |
1) Eghrari law; not investment related: 50 Karl Ave, Ste 202, Smithtown, NY 11787; Estate Planning Law; Attorney/Owner; 12/10/1988; 120 hours per month; 120 hours during security hours; Attorney, legal services and Estate planning. 2) Real Estate; not investment related; 50 Karl Ave, Ste 202, Smithtown, NY 11787; Real Estate; Broker; 01/01/2010; 5 hours per month; 5 hours during security hours; Real Estate Management 3) Eghrari Wealth; Investment related; 50 Karl Ave, Ste 202, Smithtown, NY 11787; DBA for Advisory services; Investment Advisor Representative; 09/07/2023; 80 hours per month; 80 hours during security hours; Advisory services. 4) American Academy Wealth; Investment related; 50 Karl Ave, Ste 202, Smithtown, NY 11787; Recruiting attorneys to become IARs; Owner/Trainer; 09/07/2023; 25 hours per month; 25 hours during security hours; Recruiting and training attorneys to become IARs. 5) AAW POSITION: Representative NATURE: Referrals to Dunham Trust and receiving a referral fee. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2025 ADDRESS: 50 Karl Ave, Suite 202, Smithtown NY 11787, United States DESCRIPTION: Make referrals and educate regarding Dunham Trust receive referral fees from Dunham Trust. 6) AAW POSITION: Representative receiving referral fees NATURE: Receive referral fees from Integrity Alliance and Integrity Advisory Solutions for business brought to Integrity Alliance through IARs recruited into AAW. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 50 Karl Ave, Suite 202, Smithtown NY 11787, United States DESCRIPTION: Receive referral fees on AAW business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-11 |
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