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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-07 |
| NY | RA | APPROVED | 2026-08-07 |
| CT | RA | APPROVED | 2026-08-06 |
Branch Locations
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fordham University | New York | NY | 09/2015 | 05/2018 |
| Jll | Chicago | IL | 06/2018 | 04/2019 |
| Groupon | Chicago | IL | 07/2019 | 08/2019 |
| First Trust Portfolios L.P. | Wheaton | IL | 08/2019 | 10/2025 |
| First Trust Advisors L.P. | Wheaton | IL | 08/2019 | 10/2025 |
| International Assets Advisory, Llc | Orlando | FL | 10/2025 | 06/2026 |
| International Assets Investment Management, Llc | Orlando | FL | 10/2025 | 06/2026 |
| Lpl Financial | Shelton | CT | 07/2026 | Present |
| The Pinnacle Financial Group | Shelton | CT | 07/2026 | Present |
1. 07/2026 - Merovin Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/30/2026 2. 07/2026 - The Pinnacle Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/30/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-08 |
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