Inactive

Laurance Jay Kersh

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Current Employers

Samalin Wealth

297 King Street, Chappaqua, NY 10514 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-09-20

NY RA
APPROVED

Since 2021-09-20

Branch Locations

297 King Street, Chappaqua, NY 10514 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Samalin Investment Counsel, Llc	Chappaqua	NY	01/2015	Present

01/2015 → Present

Samalin Investment Counsel, Llc

Chappaqua, NY

Previous Registrations

2006-04-28 → 2015-02-06

Ubs Financial Services Inc.

Purchase, NY
2003-07-01 → 2006-04-28

Wells Fargo Clearing Services, Llc

White Plains, NY
2001-10-08 → 2003-07-01

Prudential Equity Group, Llc

White Plains, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-06-09
S63	Uniform Securities Agent State Law Examination	1997-06-19

S65 Uniform Investment Adviser Law Examination

1998-06-09
S63 Uniform Securities Agent State Law Examination

1997-06-19

Designations

Other Names

Larry Kersh
Larry Jay Kersh

View on SEC IAPD

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EDENBROOK CAPITAL, LLC

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Other Investors

DANIEL JOHN GRIFFIN

NICOLE MARIE LOPEZ

HERNANDO PAREDES

JOSEPH VESSECCHIA

Other Offices

WESFAIR ADVISORY GROUP, INC. · CHAPPAQUA, NY

STRATEGIC ADVISERS LLC · CHAPPAQUA, NY

COMMONWEALTH FINANCIAL NETWORK · Chappaqua, NY

J.P. MORGAN SECURITIES LLC · Chappaqua, NY

KOHLBERG & COMPANY · MOUNT KISCO, NY

EDENBROOK CAPITAL, LLC · MOUNT KISCO, NY

CETERA INVESTMENT ADVISERS LLC · MOUNT KISCO, NY

J.P. MORGAN SECURITIES LLC · CHAPPAQUA, NY

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