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450 North Aurora Street, Ithaca, NY 14850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fingerlakes Wealth Managemnet, Inc. | Ithaca | NY | 02/2020 | Present |
| Cayuga Medical Center | Ithaca | NY | 03/2013 | 01/2020 |
1. COUNTER; NOT INVESTMENT-RELATED; 102 FAIR STREET, ITHACA, NY 14850; PERSONAL CARE; CONSULTANT; START 08/2018; APROX 5 HOURS PER MONTH; APPROX 0 HOURS PER MONT DURING TRADING HOURS; SALES. NOT FOR PROFIT: TCPL, TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION, BOARD MEMBER. TOMPKINS COUNTY CHAMBER OF COMMERCE, BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-12 |
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