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270 West Circular Street Suite 1, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-07 |
Branch Locations
270 W. Circular St. Suite 1, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| King Wealth Management Group, Llc | Saratoga Springs | NY | 01/2025 | Present |
| The Colony Group | Albany | NY | 06/2024 | 01/2025 |
| Connectus Wealth Advisers | Albany | NY | 10/2023 | 06/2024 |
| Atlas Private Wealth Management | Albany | NY | 01/2022 | 10/2023 |
| Lavelle & Finn, Llp | Latham | NY | 02/2013 | 12/2021 |
| King Wealth Management Group, Llc | Saratoga Springs | NY | 03/2025 | Present |
NOTARY PUBLIC, GANSEVOORT, NY, NOT INVESTMENT-RELATED, 12/14/15, NOTARIZE DOCUMENTS, 0-1 HOURS DEVOTED PER MONTH, NONE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
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