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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-26 |
| NY | RA | APPROVED | 2021-02-01 |
Branch Locations
2225 Lexington Road, Louisville, KY 40206 • United States
1120 Avenue Of The Americas Suite 4107, New York, NY 10036 • United States
2225 Lexington Rd, Louisville, KY 40206 • United States
Boynton Beach, FL • 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 |
|---|---|---|---|---|
| Private Client Services Llc | New York | NY | 01/2010 | Present |
1) Crystal Wealth Management, Inc dba USPNY Private Wealth Management. 1120 Avenue of the Americas, Suite 4107, New York, NY 10036. Sale of Traditional Fixed Rate Insurance & Annuity products; health-Related Products (i.e. LTD, LTC, DIP, etc.) Co-Owner and Technical Coordinator. 20 hrs/mo; 1 during trading hrs. 2) Insurance Sales. 1120 Avenue of the Americas, Suite 4107, New York, NY 10036. Sale of non security based insurance products to the general public from various product manufactures & service providers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-23 |
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