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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
4 Executive Park Drive, Albany, NY 12203 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Mutual Life Ins Company | Albany | NY | 06/1985 | Present |
| Gwn Securities | Palm Beach Gardens | FL | 01/2005 | Present |
TAX PREPARATION AND COLLEGE PLANNIG NORTHEAST WEALTH MANAGEMENT, LLC POSITION: PRINCIPAL NATURE: INCOME TAX PREPARATION INVESTMENT RELATED: NO HOURS: 40 INVESTMENT RELATED HOURS: 30 START DATE: 01/01/1992 ADDRESS: 4 EXECUTIVE PARK DRIVE, ALBANY NY 12203 DESCRIPTION: DBA, TAX PREPARATION INSURANCE-ANNUITY POSITION: SOLE PROPRIETOR NATURE: INSURANCE INVESTMENT RELATED: YES HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 02/01/1985 ADDRESS: 4 EXECUTIVE PARK DR, ALBANY NY 12203 DESCRIPTION: INSURANCE, ANNUITY SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-02 |
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