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Baldwinsville, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfson Wealth Management, Llc | Syracuse | NY | 01/2016 | 11/2018 |
| Main Street Wealth Management | Baldwinsville | NY | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-05-27 |
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