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1 Huntington Quadrangle, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Li Wealth Management Inc | Melville | NY | 05/2024 | Present |
| Barnes & Noble | New York | NY | 06/2014 | 08/2017 |
| Unemployed | Port Washington | NY | 08/2017 | 12/2017 |
| F And S Cpas Llp | Melville | NY | 01/2022 | Present |
| Marciano Fillipone Cpa Pc | Melville | NY | 06/2019 | 12/2021 |
| Mr Victor Tax Corporation | Coram | NY | 01/2018 | 12/2021 |
1.) F and S CPAs LLP; Investment Related; Melville, NY; Accounting Firm; CPA/Partner; Start Date 01/2022; Approx. 120 hours/month with the majority of time spent during trading hours; Accounting and tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
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