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745 Route 25A, Suite C, Rocky Point, NY 11778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-25 |
Branch Locations
745 Route 25A, Suite C, Rocky Point, NY 11778 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Country Limousine | Centerreach | NY | 04/2011 | 07/2017 |
| Coastline Wealth Management | Port Jefferson Station | NY | 07/2017 | 11/2022 |
| Federmann Financial Advisors Inc. | Rocky Point | NY | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-25 |
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