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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-25 |
| NY | RA | APPROVED | 2023-11-02 |
Branch Locations
150 Motor Parkway Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | New York | NY | 02/2019 | 10/2021 |
| Unemployed | Great Neck | NY | 01/2019 | 02/2019 |
| Binghamton University | Binghamton | NY | 08/2015 | 12/2018 |
| Retirement Plan Consulting Group Llc | Hauppauge | NY | 05/2015 | 08/2018 |
| Ladmar Associates Llc | Lake Success | NY | 06/2017 | 08/2017 |
| Bank Of America, N.A. | New York | NY | 04/2019 | 10/2021 |
| Raymond James Financial Services | Hauppauge | NY | 10/2021 | 11/2023 |
| Raymond James Financial Services Advisors | Hauppauge | NY | 10/2021 | 11/2023 |
| Wells Fargo Advisors Financial Network, Llc | Hauppauge | NY | 11/2023 | Present |
SPERLING CONSULTING GROUP INC; INV RELATED; KINGS POINT, NY; 100% OWNERSHIP; START 05/16/2023; 0.5 HOURS PER MONTH; 0.5 HOURS DURING TRADING; INCOME TAX PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-29 |
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