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80 Business Park Drive, Suite 108, Armonk, NY 10504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-18 |
Branch Locations
80 Business Park Drive, Suite 108, Armonk, NY 10504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Westchester Hospital | Mount Kisco | NY | 08/2000 | 09/2022 |
| Self Employed | Valhalla | NY | 09/2022 | 01/2026 |
| Income & Asset Advisory, Inc. | Armonk | NY | 02/2026 | Present |
| Income & Asset Advisory, Inc. | Armonk | NY | 07/2026 | Present |
Michael acts as a youth sports basketball referee with organization IIABO on an ad hoc basis, outside of market hours, typically the weekends. He gets paid on a per diem basis. This OBA is 2hr a week maximum commitment during the months of November through February at the weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
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