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500 Corporate Parkway Suite 216, Amherst, NY 14226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-08 |
Branch Locations
245 Main Street, Oneonta, NY 13820 • United States
500 Corporate Parkway Suite 216, Amherst, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Bank, N.A. | Oneonta | NY | 10/2010 | Present |
| Nottingham Advisors | Oneonta | NY | 09/2025 | Present |
Name of other business: Revalla, Inc dba H&R Block Is business Investment related: No Address of other business: 273W Main Street, Little Falls, NY 13365 Nature of other business: Accounting and Tax Preparation Your position: Seasonal Tax Preparer Start date of relationship: 01/2019 Approx. # of hours /month devote to other business: 130 (January to April) Number of hours devoted to other business during securities trading hours: 0 Briefly describe duties: Preparation of individual tax returns. Name of other business: Community Bank Is business Investment related: Yes Address of other business: 5 Ford Ave, Oneonta, NY 13820 Nature of other business: Bank Your position: Vice President, Senior Portfolio Manager Start date of relationship: 06/2005 Approx. # of hours /month devote to other business: Number of hours devoted to other business during securities trading hours: Briefly describe duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-15 |
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