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63 Putnam Street Suite 202, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-25 |
| NY | RA | APPROVED | 2021-10-12 |
Branch Locations
63 Putnam Street Suite 202, Saratoga Springs, NY 12866 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dinosaur Securities, L.L.C. | New York | NY | 01/2010 | 01/2018 |
| Dlg Wealth Management Llc | Clifton Park | NY | 01/2010 | 01/2018 |
| Dcm Advisors | New York | NY | 01/2018 | 02/2022 |
| Dinosaur Financial Group Llc | New York | NY | 01/2019 | 01/2024 |
| Dlg Wealth Management | Clifton Park | NY | 03/2010 | 01/2018 |
| Wpm Wealth Advisors Llc | Saratoga Springs | NY | 08/2021 | Present |
| Wpm Wealth Advisors Llc | Saratoga Springs | NY | 10/2021 | Present |
Name of Business: Manuel Choy (Real Estate) Investment-Related: No Address: 21 Timber Lane, Saratoga Springs, NY 12866 Nature of Business: Summer vacation rental property Position/Title: Landlord Start Date: 08/2018 Hours/Month Devoted: 4 hrs/month Hours Devoted during Business Hours: 0 Describe Duties: Landlord capacity, including collecting rent, managing maintenance, and reviewing tenant applications Name of Business: Manuel and Cynthia Choy (Real Estate) Investment-Related: No Address: 39/41 Hanover Drive, Delmar, NY 12054 Nature of Business: Personal rental real estate property Position/Title: Landlord Start Date: 08/1987 Hours/Month Devoted: 4 hrs/month Hours Devoted during Business Hours: 0 Describe Duties: Landlord capacity, including collecting rent, managing maintenance, and reviewing tenant applications Rental Property. Disclosed on U-4 Name of Business: WCM Wealth Advisors Investment-Related: Yes Address: 63 Putnam Street, Suite 202, Saratoga Springs, NY 12866 Nature of Business: Wealth Advisors Position/Title: Chief Financial Officer Start Date: Jan 2022 Hours/Month Devoted: 160 hrs/month Hours Devoted during Business Hours: 40 hrs per week Describe Duties: Wealth Management Advisor, CFO WWW.WCMWEATHADVISORSLLC.OM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-03 |
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