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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-22 |
Branch Locations
140 Adams Avenue, Suite B-12, Hauppauge, NY 11788 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anastasia Fitness | St Augustine | FL | 06/2023 | 08/2023 |
| Long Island Ducks | Central Islip | NY | 01/2024 | 04/2024 |
| Five Star Pizza | St Augustine | FL | 09/2023 | 05/2024 |
| Lpl Financial | Melville | NY | 03/2025 | 06/2025 |
| Flagier College | St Augustine | FL | 08/2020 | 05/2024 |
| Unemployed | Brightwaters | NY | 05/2020 | 08/2020 |
| Bayshore Highschool | Bayshore | NY | 09/2016 | 05/2020 |
| Unemployed | Brightwaters | NY | 05/2016 | 09/2016 |
| Prospect Financial Services Llc | Melville | NY | 05/2024 | 06/2025 |
| Lpl Financial | New York | NY | 09/2025 | 07/2026 |
| Noble Wealth Advisors | New York | NY | 09/2025 | 07/2026 |
| Cwm, Llc | Omaha | NE | 07/2026 | Present |
| Miltin Financial | Hauppauge | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-22 |
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