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1373 Veterans Highway Suite 10, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-04 |
Branch Locations
1373 Veterans Highway Suite 10, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex | Floral Park | NY | 05/2017 | 01/2022 |
| Paychex Securities Corporation | Floral Park | NY | 05/2017 | 01/2022 |
| Paychex | New Hyde Park | NY | 01/2014 | 05/2017 |
| Triad Advisors Llc | Hauppauge | NY | 02/2022 | 06/2023 |
| Onedigital Investment Advisors | Hauppauge | NY | 02/2022 | 06/2023 |
| Cfm Advisors, Inc. | Hauppauge | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-07 |
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