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One Jericho Plaza Suite 201, Jericho, NY 11753-1673 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-30 |
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 | 06/2007 | Present |
APPLICANT PERSONALLY ACTS AS TRUSTEE FOR TWO TRUSTS. APPLICANT IS EXECUTIVE MANAGING DIRECTOR & DIRECTOR OF RESEARCH 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 2007. APPLICANT IS A MEMBER OF THE INVESTMENT COMMITTEE OF FLI.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-21 |
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