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44 Yellow Cote Rd., Oyster Bay, NY 11771 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-18 |
Branch Locations
44 Yellow Cote Rd., Oyster Bay, NY 11771 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cove Private Wealth | Oyster Bay | NY | 06/2026 | Present |
| Not Employed | Scarsdale | NY | 12/2024 | 05/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2007 | 11/2018 |
| Bank Of America, N.A. | New York | NY | 07/2011 | 11/2018 |
| Deutsche Bank Securities Inc | New York | NY | 12/2018 | 12/2024 |
| Deutsche Bank Trust Company Americas (Affiliate Of Dbsi) | New York | NY | 11/2018 | 12/2024 |
The name of the other business: 6625 Bay Parkway, Inc. Whether the business is investment-related: No. The address of the other business: 6625 Bay Parkway, Brooklyn NY The nature of the other business: It is a corporation which owns one 3 story commercial building which is owned by my father. Your position, title, or relationship with the other business: Officer - President. The start date of your relationship: 2/1/2023 The approximate number of hours/month you devote to the other business: None The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I collect the rents from three tenants which are electronically transferred to the corporate account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-18 |
| S66 | Uniform Combined State Law Examination | 2017-05-02 |
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