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1225 Franklin Ave, Ste 500, Garden City, NY 11530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-04 |
Branch Locations
1225 Franklin Ave, Ste 500, Garden City, NY 11530 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Private Client Asset Management | Garden City | NY | 04/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-16 |
| S66 | Uniform Combined State Law Examination | 2007-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-15 |
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