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181 Crossways Park Drive, Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-02-22 |
Branch Locations
181 Crossways Park Drive, Woodbury, NY 11797 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Port Jefferson | NY | 06/2012 | 10/2017 |
| Trident Partners Ltd. | Woodbury | NY | 10/2017 | Present |
1. 10/12/2012: TESSAR WEALTH MANAGEMENT INC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - Set Up solely for income tax purposes and to record related expenses - 1% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-21 |
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