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Current Employers
Materetsky Financial Group

2240 Woolbright Road Suite 354, Boynton Beach, FL 33426 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-23
CT RA APPROVED 2020-11-12
  • NY RA
    APPROVED
    Since 2021-03-23
  • CT RA
    APPROVED
    Since 2020-11-12

Branch Locations

2240 Woolbright Road Suite 354, Boynton Beach, FL 33426 • United States

200 Broadhollow Road Suite 207, Melville, NY 11747 • 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
Tcw Funds Distributors Los Angeles CA 05/2014 02/2018
Broadbrook Enterprises New York NY 04/2018 12/2019
Private Client Services Melville NY 12/2019 Present
Materetsky Financial Group Boynton Beach FL 12/2019 Present
  • 05/2014 → 02/2018
    Tcw Funds Distributors
    Los Angeles, CA
  • 04/2018 → 12/2019
    Broadbrook Enterprises
    New York, NY
  • 12/2019 → Present
    Private Client Services
    Melville, NY
  • 12/2019 → Present
    Boynton Beach, FL
Other Businesses

1) MATERETSKY FINANCIAL GROUP. INVESTMENT-RELATED. 200 BROADHOLLOW ROAD, SUITE 207, MELVILLE, NY 11747. FINANCIAL SERVICES. 160 HOURS/MO; 7 DURING TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-11
S63 Uniform Securities Agent State Law Examination 1991-04-12
  • S65 Uniform Investment Adviser Law Examination
    2020-01-11
  • S63 Uniform Securities Agent State Law Examination
    1991-04-12
Designations

View on SEC IAPD

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