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Current Employers
Wank & Liptzin Advisory Services Llc

585 Stewart Avenue Suite 600, Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-05
  • NY RA
    APPROVED
    Since 2021-08-05

Branch Locations

114 Old Country Road Suite 506, Mineola, NY 11501 • 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
Self Seaford NY 01/1982 Present
Ars Financial Services Valley Stream NY 09/1985 Present
Wank & Liptzin, Cpa'S Mineola NY 01/1994 Present
  • 01/1982 → Present
    Self
    Seaford, NY
  • 09/1985 → Present
    Ars Financial Services
    Valley Stream, NY
  • 01/1994 → Present
    Wank & Liptzin, Cpa'S
    Mineola, NY
Other Businesses

Wank & Liptzin LLP Partner - CPA Firm - Accounting and Tax services

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-01-06
  • S63 Uniform Securities Agent State Law Examination
    1987-01-06
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mineola, NY

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