RIA Intelligence

PGP FINANCIAL, INC.

CRD #21617 SEC #801-63259 HAUPPAUGE, NY 631-952-8600
SEC Registered Broker-Dealer
Total AUM
$25.8M
Discretionary
$25.8M
Employees
10
Clients
10
Accounts
173

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 25, 2004
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CARROLL, MAUREEN TERESAIFINOPNA Control
CARROLL, MAUREEN TERESAIFINOPNA Control
LOZINSKI, ELLEN ROSEIPRESIDENT / CCOD Control
LOZINSKI, ELLEN ROSEIPRESIDENT / CCOD Control
LOURO, STEPHEN MICHAELIVICE PRESIDENTC
LOURO, STEPHEN MICHAELIVICE PRESIDENTC
QUIRK, STEPHEN JOSEPHIVICE PRESIDENTA Control
QUIRK, STEPHEN JOSEPHIVICE PRESIDENTA Control

Registrations

Federal

IA
Jun 25, 2004 REGISTERED

Notice Filings (9)

CT DE FL IL MA NJ NY OK PA

Address

225 WIRELESS BLVD.
1ST FLOOR
HAUPPAUGE, NY 11788
USA
Phone: 631-952-8600