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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-19 |
Branch Locations
6500 Jericho Turnpike Ste 206, Commack, NY 11725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stay At Home Mom | Great Neck | NY | 01/2007 | Present |
| Invest Financial Corp | Tampa | FL | 03/2017 | 02/2018 |
| Lpl Financial Llc | Commack | NY | 02/2018 | 10/2022 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2022 | Present |
| Sportime Port Washington | Port Washington | NY | 05/2025 | Present |
1) PROFESSIONAL TAX SAVERS; COMMACK, NY; INVESTMENT RELATED; DBA FOR INVESTMENTS; FINANCIAL PROFESSIONAL; SINCE 09/22; 140 HRS/MO; 2) NAME OF OTHER BUSINESS: SPORTIME PORT WASHINGTON; INVESTMENT RELATED: NO, ADDRESS: 100 HARBOR ROAD, PORT WASHINGTON, NY 11050; NATURE OF BUSINESS: SPORT INSTRUCTION, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: COACH, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: TEACH PICKLEBALL;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-30 |
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