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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-30 |
Branch Locations
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bristol Financial Services, Inc | Jericho | NY | 08/2015 | 12/2018 |
| The Leaders Group, Inc. | Littleton | CO | 11/2020 | 09/2021 |
| The Toli Center East | Dix Hills | NY | 12/2012 | Present |
| Tlg Advisors, Inc. | Dix Hills | NY | 02/2021 | 09/2021 |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 04/2017 | Present |
| Lebenthal Financial Services, Inc. | Jericho | NY | 09/2021 | Present |
1.) Licensed Life Settlement Broker NYS 2) Member of Skate Safe America LLC that my mother lent money to before she passed in2003. I have no active role in the entity. 3) THE TOLI CENTER EAST - 12/15/2012 - 262 Half Hollow Road, Dix Hills, NY 11746 - Principal, Insurance sales, Not Invt Rel, Insurance business, 100 hrs/mo; 48 hrs/mo (during trading hours). 4.) Lebenthal Global Advisors, 7/2021 - Hauppauge, NY, Solicitor, Investment-related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-25 |
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