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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-25 |
| NY | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED | 2023-01-27 |
Branch Locations
1393 Veterans Memorial Highway, Suite 312N, Hauppauge, NY 11788 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 01/2023 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 01/2023 | Present |
| Quest Capital & Risk Management, Inc. -Dba For Advisory Business | Hauppauge | NY | 01/1997 | Present |
| Income For Life, Llc | Hauppauge | NY | 04/2024 | Present |
1) Mr. DiSalvo is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. DiSalvo spends approx. 10 hrs/week during trading hours on this activity. 2) Mr. DiSalvo earns income as an author with book sales through Amazon. Less than one hour per month is spent on this activity during non-trading hours. This is a non-investment related activity thought the book may have general investment education included. All activities for the book are done through Income for Life, LLC which Mr. DiSalvo is the managing member. 3) Mr. DiSalvo is the Owner of Quest Capital & Risk Management, LLC which is the operating entity for Mr. DiSalvo's advisory and insurance business and the dba he uses to promote his advisory activities. Mr. DiSalvo spends approximately forty hours per week during trading hours working under this entity. 5) Mr. DiSalvo works with the local chapter of the American Financial Education Alliance (AFEA) and conducts seminars to help eliminate financial illiteracy as part of his marketing efforts. Mr. DiSalvo spends approximately 4 hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-17 |
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