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330 Motor Parkway, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2015 | 09/2016 |
| Lpl Financial, Llc | La Jolla | CA | 10/2016 | 02/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2017 | 09/2018 |
| American Portfolios Financial Services, Inc | Hauppauge | NY | 11/2018 | 10/2024 |
| American Portfolios Advisors, Inc. | Hauppauge | NY | 10/2018 | 10/2024 |
| Osaic Wealth, Inc. | Hauppauge | NY | 10/2024 | Present |
| Nestegg Advisors, Inc. | Hauppauge | NY | 10/2018 | Present |
Registered Representative; same address; Investment related; Appx 10% of time during the month Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month NESTEGG ADVISORS, INC. POSITION: Investment advisor representative. NATURE: NestEgg is a corporation and is an SEC registered investment advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 10/10/2018 ADDRESS: 330 Motor Parkway, Hauppauge NY 11788, United States DESCRIPTION: I am an investment advisor represntative of NestEgg and I provide investment advice, financial planning and wealth management services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-02-22 |
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