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1 Huntington Quadrangle Suite 3N03, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-15 |
Branch Locations
1 Huntington Quadrangle Suite 3N03, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2005 | 09/2018 |
| Aps Investment Management Inc | Melville | NY | 12/2013 | Present |
| Aps Wealth Management, Llc | Melville | NY | 10/2018 | Present |
OUTSIDE INSURANCE; APS PENSION AND FINANCIAL SERVICES INC, WOODBURY,NY, OWNER,OPERATOR, JAN 1978; FAMILY SERVICE LEAGUE, NON PROFIT BOARD MEMBER, JAN 2003; AUTHOR, QUALIFIED PLAN GUIDES UNDER VARIOUS PUBLISHERS, JAN 1979
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-26 |
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