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112 Albany Street, Cazenovia, NY 13035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Rochester | NY | 01/2001 | 08/2019 |
| Dkcb Financial Advisors, Llc | Rochester | NY | 01/2001 | 08/2019 |
| 1St Global Insurance Services | Rochester | NY | 07/2004 | 08/2019 |
| 1St Global Advisors, Inc. | Rochester | NY | 06/2007 | 08/2019 |
| Davie Kaplan, Cpa, P.C. | Rochester | NY | 08/2007 | 08/2019 |
| Davie Kaplan Wealth Care Advisors, Llc | Rochester | NY | 01/2001 | 08/2019 |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 08/2019 | Present |
| Fsp Advisors, Inc. | Rochester | NY | 04/2021 | 03/2026 |
1) MICHAEL DOUGLASS CPA POSITION: OWNER NATURE: CPA FIRM; NON INVESTMENT RELATED; NUMBER OF HOURS: 40-160 PER WEEK DURING MARKET HOURS; START DATE: 10/01/2006 2) RENTAL REAL ESTATE POSITION: Owner NATURE: RENTAL REAL ESTATE, NON INVESTMENT RELATES; NUMBER OF HOURS: 5 PER WEEK DURING SECURITIES TRADING HOURS 3)FIXED INSURANCE AND ANNUITIES; NO OWNERSHIP; NON INVESTMENT RELATED; MINIMAL HOURS PSENT DURING MARKET HOURS ON ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-05 |
| S66 | Uniform Combined State Law Examination | 2001-01-31 |
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