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477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-03-28 |
Branch Locations
1221 Post Road East, E Westport, CT 06880 • United States
477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
1 disclosure category 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. | White Plains | NY | 07/1989 | Present |
Investment Advisory Representative; Agent at Spirit of America Management Corporation, an affiliated company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-13 |
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