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Current Employers
Rockline Wealth Management Llc

2701 Sunrise Highway, Islip Terrace, NY 11752 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-20
  • NY RA
    APPROVED
    Since 2024-06-20

Branch Locations

2701 Sunrise Highway, Islip Terrace, NY 11752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Etf Global New York NY 09/2016 03/2023
Rockline Wealth Management Plainview NY 04/2023 01/2025
Rockline Wealth Management Islip Terrace NY 01/2025 Present
  • 09/2016 → 03/2023
    Etf Global
    New York, NY
  • 04/2023 → 01/2025
    Rockline Wealth Management
    Plainview, NY
  • 01/2025 → Present
    Rockline Wealth Management
    Islip Terrace, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-13
S66 Uniform Combined State Law Examination 2023-04-01
  • S65 Uniform Investment Adviser Law Examination
    2024-06-13
  • S66 Uniform Combined State Law Examination
    2023-04-01

View on SEC IAPD

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