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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-19 |
Branch Locations
1129 Northern Blvd. Ste. 404, Manhasset, NY 11030 • United States
520 White Plains Rd. Ste. 500, Tarrytown, NY 10591 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-19 |
Branch Locations
1129 Northern Blvd. Ste. 404, Manhasset, NY 11030 • United States
520 White Plains Rd. Suite 500, Tarrytown, NY 10591 • 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 |
|---|---|---|---|---|
| Park Avenue Securities Llc | Tarrytown | NY | 04/2011 | 06/2021 |
| Guardian Life Insurance Co Of America | Tarrytown | NY | 05/1997 | 08/2024 |
| Cadaret Grant & Co., Inc. | Tarrytown | NY | 06/2021 | 08/2024 |
| Lincoln Investment | Fort Washington | PA | 08/2024 | Present |
| Capital Analysts | Fort Washington | PA | 08/2024 | Present |
WESTCHESTER FINANCIAL PARTNERS LLC POSITION: Member/Owner, Agent NATURE: Insurance Sales & Service - Life, P&C, Group Health, DI, Fixed Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2000 ADDRESS: 520 White Plains Road, Tarrytown NY 10591, United States DESCRIPTION: Sales and service of traditional insurance products PETER KNAPP - RENTAL POSITION: Owner NATURE: Real Estate - Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 1050 Knollwood Road, White Plains NY 10603, United States DESCRIPTION: Collect rent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-27 |
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