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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
1001 Franklin Avenue Suite 202, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Louisiana State University | Baton Rouge | LA | 08/2020 | 05/2024 |
| Enterprise Holdings | West Islip | NY | 05/2023 | 08/2023 |
| Sunrise Lobster Co. | Brookhaven | NY | 06/2022 | 01/2023 |
| Verde Kitchen & Cocktails | Bay Shore | NY | 02/2020 | 03/2020 |
| The Chowder Bar | Bay Shore | NY | 04/2017 | 03/2020 |
| Amore's Pizzeria | Bay Shore | NY | 05/2020 | 08/2021 |
| Bay Shore High School | Bay Shore | NY | 08/2017 | 08/2020 |
| Catalyst Wealth Management Llc | Houston | TX | 05/2024 | 11/2024 |
| St. Anthony's High School | South Huntington | NY | 08/2016 | 08/2017 |
| Innovation Partners Llc | Charlotte | NC | 05/2024 | 11/2024 |
| Lpl Financial, Llc | Melville | NY | 03/2025 | 04/2026 |
| Prospect Financial Services Llc | Melville | NY | 02/2025 | 03/2026 |
| Janney Montgomery Scott Llc | Garden City | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
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