201 Old Country Road, Suite 206, Melville, NY, 11747
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brian is a mate-mid level manager at Trader Joes, dedicating nearly full-time hours. He also hosts a podcast, is a chief talent agent for a speakers bureau, volunteers with the town of Brookhaven, is involved with Toastmasters, facilitates a support group, and is a partner in a comedy night fundraising venture. Brian sells non-security related insurance products as a broker for Waterview Business Partners, dedicating minimal time to this activity.