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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED_RES | 2022-10-27 |
| NY | RA | APPROVED | 2022-10-24 |
Branch Locations
Scottsdale, AZ • United States
20 Crossways Park Dr N Ste 406, Woodbury, NY 11797 • United States
2 disclosure categories 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 E Altschuler | Bellerose | NY | 06/1980 | Present |
| Iras And Keoghs | Mineola | NY | 07/1981 | Present |
| Cantella & Co., Inc. | Huntigton | NY | 08/1995 | 10/2022 |
| Lpl Financial Llc | Woodbury | NY | 10/2022 | Present |
1)10/24/2022 - Altschuler & Co. Inc. - LLC - Non-Inv Rel 2)10/24/2022 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 3)10/24/2022 - Notary - Inv Rel - State of NY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-12 |
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