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623 New Loudon Road, Latham, NY 12110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard A Finelli, Cpa, Pc | Babylon | NY | 08/1987 | Present |
| Linsco/Private Ledger Corp | Babylon | NY | 05/2006 | Present |
| Graney & King, Llc | Latham | NY | 10/2006 | Present |
| Lpl Financial, Llc | Latham | NY | 10/2006 | Present |
1. 12/8/2011 - OTHER-CPA PRACTICE - RICHARD FINELLI, CPA - CPA PRACTICE - TIME SPENT 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-29 |
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