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114 Business Park Drive, Utica, NY 13502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Services | Utica | NY | 10/1988 | Present |
Lifetime Care Companies - Non-Investment Related, Health Insurance Company, Governing Board Director, Start Date 06/13/2018, 1-5 non-business hours and 1-5 business hours per month. Save the River - Organization to keep the St. Lawrence River clean. Clayton, NY Member of Finance Committee - Advise on budget, endowment and financial issues of the organization. Start Date: 9/30/2018. 1-5 non-business and 1-5 business hours per month devoted to the activity. ITOG - Organization to find a cure for Thyroid Cancer. Yorkville, NY. Member of Finance and Development Committee - helps with finance and development of ITOG. Start Date 4/1/2015. 1-5 non-business and 1-5 business hours per month devoted to the activity. Episcopal Diocese of Central NY - Religious Organization. Liverpool, NY. Member of Finance Committee. Start Date 4/1/2015. 1-5 non-business and 1-5 business hours per month devoted to the activity.
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