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210 New Hackensack Road, Wappingers Falls, NY 12590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-14 |
Branch Locations
210 New Hackensack Road, Wappingers Falls, NY 12590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Albany | NY | 04/2015 | Present |
| At&T Labs, Inc. | Florham Park | NY | 03/2008 | 03/2017 |
| Asset & Capital Planning Services, Inc. | Poughquag | NY | 04/2017 | Present |
| Quint Investments And Insurance | Wappingers Falls | NY | 01/2018 | Present |
Insurance Broker: Property and Casualty at Pepe Insurance, 2568 Foute 55 Poughquag NY 12570, start 8/2016, approx 120 hrs mo, 5 trading hrs......... Data Analysis Course Teacher at Capella University online, start 8/4/2016, approx 10 hrs mo, 0 trading hrs............ Works as a life insurance agent for our insurance agency Asset & Capital Planning Services, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
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