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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-31 |
Branch Locations
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lebenthal Financial Services, Inc. | Jericho | NY | 01/2013 | Present |
| Lebenthal Diversified Asset Management Inc. | Hauppauge | NY | 03/2015 | Present |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 02/2016 | Present |
(1) Lebenthal Diversified Asset Management Inc., Investment-Related; Hauppauge, NY; Since 03/2015; Chief Compliance Officer. (2) Lebenthal Financial Services, Inc.; Investment-Related; Jericho, NY; Since 01/2013; Registered Representative. (3) Lebenthal Global Advisors, LLC; Investment-Related; Hauppauge, NY; Since 02/2016; Chief Compliance Officer.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-27 |
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