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477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-03-29 |
Branch Locations
1221 Post Road East, E Westport, CT 06880 • United States
477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Westport | CT | 05/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-08 |
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