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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-27 |
Branch Locations
49 Court St, Suite 170, Binghamton, NY 13901 • United States
45 St John St, Goshen, NY 10924 • United States
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Vestal, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Vestal | NY | 01/1991 | 12/2020 |
| The Partners | Vestal | NY | 12/1991 | 11/2016 |
| Aspire Financial Group, Llc | Vestal | NY | 11/2016 | Present |
| American Portfolios Financial Services, Inc. | Vestal | NY | 12/2020 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 11/2024 |
| William Joseph Capital Management, Inc. | Bristol | CT | 11/2024 | Present |
1) Aspire Financial Group, LLC - Holding company used for payroll, benefits, office expenses, not investment related, start date = 11/2016, 50% owner, 0 compensation, 1 hour/month during market hours 2) AspireQuest Wealth Advisors, LLC., Was used as entity for receiving IA compensation, currently inactive. Started March 2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-13 |
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