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Jonathan Schott

Lebenthal Global Advisors, LLC

Hauppauge, NY

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Current Employers
Lebenthal Global Advisors, Llc

200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-08-24
  • NY RA
    APPROVED
    Since 2023-08-24

Branch Locations

200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • 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
Lebenthal Global Advisors, Llc Hauppauge NY 01/2023 Present
Wendy's Seaford NY 01/2018 12/2022
Hofstra University Long Island NY 09/2019 12/2022
Massapequa Public School Massapequa NY 09/2015 06/2019
  • 01/2023 → Present
    Lebenthal Global Advisors, Llc
    Hauppauge, NY
  • 01/2018 → 12/2022
    Wendy's
    Seaford, NY
  • 09/2019 → 12/2022
    Hofstra University
    Long Island, NY
  • 09/2015 → 06/2019
    Massapequa Public School
    Massapequa, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-24
  • S65 Uniform Investment Adviser Law Examination
    2023-08-24

View on SEC IAPD

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UNITED FINANCIAL PLANNING GROUP LLC · HAUPPAUGE, NY
COMMONWEALTH FINANCIAL NETWORK · Hauppauge, NY
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