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24-01 44Th Road, Long Island City, NY 11101-4605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services | New York | NY | 11/2014 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Long Island City | NY | 11/2014 | 05/2018 |
| Unfcu Advisors Llc | New York | NY | 05/2018 | Present |
| Copper Financial Network Llc | Lenexa | KS | 04/2018 | Present |
| United Nations Federal Credit Union Advisors | New York | NY | 10/2014 | Present |
| Unfcu Advisors Llc | New York | NY | 04/2019 | Present |
| United Nations Federal Credit Union | Long Island City | NY | 10/2014 | Present |
(1) Finances for the Fearless; Investment-related; 1510 W Carmen St, Tampa, FL 33606; Financial education to veterans, service members and their families; Board Member; Apr 2019; 10 hrs; 0 hrs; Board member. (2) United Nations Federal Credit Union Advisors GmbH; Investment-related; Graben 12/6, Wien, Austria 1010; Investments, real estate, insurance; Geschäftsführer (Managing Director); Sept 2019; 10 hrs; 10 hrs; Managing director. (3) United Nations Federal Credit Union Advisors; Investment-related; 24-01 44th Rd, Long Island City, NY 11101; Registered Investment Adviser; President; May 2018; 160 hrs; 160 hrs; Executive management. (4) Industrial Coverage; Investment-related; 24-01 44th Rd, Long Island City, NY 11101; Insurance agency; Agent; Mar 2016; 0 hrs; 0 hrs; Offer insurance products to UNFCU members. (5) Copper Financial; Investment-related; 9777 Ridge Drive, Lenexa, KS 66219; Broker-Dealer; Investment Professional; May 2018; 160 hrs; 160 hrs; Investment Professional to UNFCU members. (6) United Nations Federal Credit Union; Investment-related; 24-01 44th Rd, Long Island City, NY 11101; Federal Credit Union; FVP Deposit Products Officer; Nov 2022; 140 hrs; 140 hrs; Head of deposit strategy and growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-10 |
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