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63 Forest Avenue, Locust Valley, NY 11560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-09 |
Branch Locations
63 Forest Avenue, Locust Valley, NY 11560 • United States
135 Crossways Park Drive Suite 404, Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | East Hills | NY | 05/2018 | 07/2021 |
| Massachusetts Mutual Life Insurance Company | East Hills | NY | 01/2018 | 07/2021 |
| Van Buren Buick Gmc | Garden City Park | NY | 01/2017 | 01/2018 |
| Rms Insurance Brokerage | Garden City | NY | 04/2015 | 01/2017 |
| Heritage Strategies Llc | Woodbury | NY | 09/2021 | Present |
| Spire Securities, Llc | Woodbury | NY | 02/2026 | Present |
1) HERITAGE STRATEGIES LLC; 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY 11797; 09/01/2021; SENIOR VICE PRESIDENT; MARKET FIRM TO PROSPECTIVE CLIENTS; INVESTMENT RELATED; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; WAGES/SALARY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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