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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-03 |
Branch Locations
175 Strafford Ave Suite1, Wayne, PA 19087 • United States
85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
1 disclosure category 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 Securites | New York | NY | 01/2010 | 01/2018 |
| Dinosaur Securities | New York | NY | 01/2010 | 01/2018 |
| Etico Wealth Management Llc | Clifton Park | NY | 01/2010 | Present |
| Etico Partners, Llc | Clifton Park | NY | 01/2018 | Present |
| Quartz Partners Investment Management | Clifton Park | NY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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