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One Jericho Plaza Suite 201, Jericho, NY 11753-1673 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-08 |
Branch Locations
One Jericho Plaza Suite 201, Jericho, NY 11753-1673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Long Island Investors, Llc | Jericho | NY | 10/1983 | Present |
| Astoria Financial Corporation | Lake Success | NY | 07/1996 | 10/2017 |
| Sterling Bancorp | Yonkers | NY | 10/2017 | 02/2022 |
APPLICANT IS AN OWNER AND PRESIDENT & CHIEF OPERATING OFFICER OF FIRST LONG ISLAND INVESTORS, LLC ("FLI"), AN SEC REGISTERED INVESTMENT ADVISER WHICH HAS A PRINCIPAL OFFICE AT THE SAME ADDRESS AS REGISTRANT. APPLICANT HAS BEEN EMPLOYED FULL TIME AT FLI SINCE 1983. APPLICANT IS A MEMBER OF THE INVESTMENT COMMITTEE OF FLI. APPLICANT IS THE CO-TRUSTEE OF TRUSTS FOR THE BENEFIT OF CERTAIN FAMILY OFFICE CLIENTS. HIS RELATIONSHIP WITH THESE FAMILIES BEGAN BEFORE THE INCEPTION OF FLI IN 1983. APPLICANT DEVOTES 7 HOURS/MONTH, 5 DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-27 |
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