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80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-09 |
Branch Locations
555 West 5Th Street Suite 3200, Los Angeles, CA 90013 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-12 |
Branch Locations
225 N Beverly Drive, Beverly Hills, CA 90210 • United States
350 Madison Avenue, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Allied Company, Lp | Albany | NY | 03/2017 | 08/2017 |
| The Ayco Company, L.P. | Albany | NY | 10/2016 | 09/2017 |
| Paramount Country Club | New City | NY | 05/2013 | 09/2016 |
| Bradley Bedell | New York | NY | 09/2017 | 06/2018 |
| Aaron Bell | New York | NY | 09/2017 | 06/2018 |
| Louis S. Cannataro | New York | NY | 09/2017 | 06/2018 |
| Robert Reni | New York | NY | 09/2017 | 06/2018 |
| Northwestern Mutual Investment Services, Llc | New York | NY | 11/2017 | 06/2018 |
| Leumi Investment Services Inc. | New York | NY | 07/2018 | 04/2022 |
| Bank Leumi Usa | New York | NY | 06/2018 | 04/2022 |
| Valley Financial Management, Inc | New York | NY | 04/2022 | Present |
| Valley National Bank | New York | NY | 04/2022 | Present |
| Valley Wealth Managers, Inc. | Los Angeles | CA | 04/2023 | Present |
Name of outside activity/business: Notaro Holdings LLC Is the business investment-related: Funds are currently invested in mutual funds & ETF's, primary purpose is to eventually buy real estate Address of business: 118 Burrows Lane Blauvelt NY 10903 Nature of the other business: None Your position, title, or relationship with the other business: Member Description of your duties relating to the other business: Account opening, Investment Allocation The start date of your relationship: 1/8/2021 Start date of new position: 1/8/2021 Approximate number of hours/month you devote to the other business: 2 Approximate number of hours you devote to the business during securities trading hours: 0 Is position compensated: No If compensated, expected compensation: NA Is the outside entity or any of its authorized parties a client? No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-16 |
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