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1025 Old Country Road, Suite 312, Westbury, NY 11590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-22 |
Branch Locations
1025 Old Country Road, Suite 312, Westbury, NY 11590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Melville | NY | 04/1986 | 06/2017 |
| Sigma Americas Securities, Llc | New York | NY | 04/2019 | 05/2019 |
| Psf Financial Services D/B/A The Florio Wealth Management Group | Westbury | NY | 04/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2020 | Present |
1) 1. PSF Financial Services inc. d/b/a The Florio Wealth Management Group 2. Investment Related 3. See Registered Branch Location. Investment Advisory 5. CEO 6. 07/2017 7. 120 hrs/mo 8. 120 hrs/mo during trading 9. Writing financial plans, providing advice on asset allocation of assets under advisement 2) 1. PKSF 2. Investment related 3. 80 State St. Albany, NY 12207 4. Fixed/Traditional Insurance 5. Agent 6. September 2020 7. 20 hrs/mo 8. 20 hrs/mo during trading 9. Sales of fixed/traditional insurance 3) 1. Peter Florio 2. Investment related 3. See Registered Branch Location 4. Insurance Brokerage: Individual life and disability insurance; group life and health insurance; fixed annuities 5. Sole proprietor 6. 4/1/1986 7. 5 hr/s mo 8. 5 hrs/mo 9. Insurance Brokerage: individual life and disability insurance; group life and health insurance; fixed insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-06-16 |
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