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55 Chestnut Street, Suite 5, Cold Spring, NY 10516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-30 |
Branch Locations
55 Chestnut Street, Suite 5, Cold Spring, NY 10516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnolia Capital Management, Ltd | Cold Spring | NY | 03/2002 | Present |
M&T Bank Corporation; not investment related although it owns Wilmington Trust Company which offers investment advisory services; One M&T Plaza, Buffalo, NY 14203; it is a regional commercial bank; I serve as a non-executive Director and Member of the Risk Committee of the Board; Director; Board Member; I joined the Boards of M&T Bank and M&T Bank Corporation in 2001; These positions require 10 hours per month during the hours of 9-5 Monday through Friday and 5 hours per month outside of securities trading hours; required to attend monthly Risk Committee Meetings and Board meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-19 |
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