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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-07 |
Branch Locations
50 Karl Ave, Suite 202, Smithtown, NY 11787 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark S. Eghrari & Associates, Pllc | Smithtown | NY | 08/2021 | Present |
| Futterman, Lanza & Pasculli, Llp | Smithtown | NY | 05/2018 | 12/2019 |
| The Supreme Tennis Court, Inc. | Manorville | NY | 05/2015 | 08/2021 |
| Integrity Alliance | Smithtown | NY | 03/2025 | Present |
1. American Academy Wealth; Investment Related; 50 Karl Ave Suite 202, Smithtown, NY 11787; DBA for securities business; IAR; 01/03/2025; 15 hours per month; 15 hours during securities trading hours; DBA for securities business. Assist with advisory client needs. 2. Eghrari Wealth Training; Investment Related; 50 Karl Ave Suite 202, Smithtown, NY 11787; DBA for securities business; 01/03/2025; 15 hours per month; 15 hours during securities trading hours; DBA for securities business. 3. Mark S Eghrari & Associates, PLLC; Not investment related; 50 Karl Ave Suite 202, Smithtown, NY 11787; Estate Planning Law Firm; Associate Attorney; 08/02/2021; 180 hours per month; 180 hours during securities trading hours; Attorney at Law.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
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