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Voorheesville, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Albany | NY | 03/2014 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2017 |
| Strategy One Wealth Management, Llc | Troy | NY | 03/2019 | 11/2020 |
| Build Upon The Good | Voorheesville | NY | 03/2019 | Present |
| Unemployed | Albany | NY | 11/2018 | 02/2019 |
| Carrow Real Estate Services Llc | Albany | NY | 11/2017 | 10/2018 |
| Unemployed | Albany | NY | 05/2017 | 10/2017 |
BOUPLON ACRES, LLC; 144 WAITES HILL RD, WHITE CREEK, NY 12057; 1/3 OWNER (SPLIT EQUALLY BETWEEN MYSELF, MY BROTHER AND MY SISTER; START DATE: 06/2013; 4 HOURS DEVOTED OUTSIDE TRADING HOURS; 0 HOURS DURING TRADING HOURS; 4TH GENERATION FAMILY OWNED FARM LAND CONSISTING OF APPROXIMATELY 100 ACRES;**
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-26 |
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