Gary Walter Lofgren

Current Employers

Employment History

• 02/1986 → Present
  Hrc Services, Inc.
  Glenwood Landing, NY
• 02/1986 → Present
  Hrc Financial Planners
  Westbury, NY

Previous Registrations

• 2017-06-21 → 2019-12-31
  Tsa Management Inc
  Albany, NY
  Glen Head, NY
• 2002-07-01 → 2016-12-31
  Tsa Management Inc
  Glen Head, NY

Other Businesses

ELH Associates, Inc 145 Longwood Ave, Westbury, NY 11590.RIA business for Halliday and Real Estate sales of spouse. Started in May 2011 and is Investment related 20% of time spent on this OBA and 20% of time during business hours. Gary Lofgren is President 50% ownership. Jeanne Lofgren 50% secretary/Treasurer. Maurice Cotter and Muriel Sheahan Charitable Foundation Trust 145 Longwood Ave, Westbury, NY 11590. Started March 2010 Co-Trustee and it is investment related 100 hours per year spent on this OBA and 30 hours per year during business hours $7000 a year generated from this OBA. He is the Co-Trustee of the Charitable Trust. Lofgren Realty, Inc. 145 Longwood Avenue, Carle place, NY 11590. Vice President although not actively involved. Authorized to write checks. Not investment related, zero hours spent, zero compensation & zero income. It is a S Corp. Kieser Evans Charitable Foundation Trust - 145 Longwood Ave, Westbury, NY 11590 Co-Trustee of Trust, Investment related began Feb. 2024, spending about 100hours/year, 50 hours/per year occur during trading hours. Compensated $12,000 - $15,000/ year based on NY Trustee schedule. Living Trust Tamara Evans - 145 Longwood Ave, Westbury, NY 11590 As successor Trustee to a deceased client's living trust, mandate is to utilize assets of trust to assist the former husband of client. Activity is investment related, assets to be used for care of ex-husband. Spending approximately 50 hours/year. Annual income between $4,000-5,000 based on NY Trustee fee schedule.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-03-27

Designations