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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-04 |
Branch Locations
2 Miron Lane, Kingston, NY 12401 • United States
2631 Rt. 66, Ghent, NY 12037 • United States
2 Technology Drive, Coxsackie, NY 12051 • United States
230 Matthew Simons Road, Cairo, NY 12413 • United States
6176 Main Street, Tannersville, NY 12485 • United States
345 Main Street, Catskill, NY 12414 • United States
160 Fairview Avenue, Hudson, NY 12534 • United States
2494 Us Route 9W, Ravena, NY 12143 • United States
103 Wolf Road, Albany, NY 12205 • 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 |
|---|---|---|---|---|
| Bank Of Greene County | Catskill | NY | 03/2000 | Present |
| Infinex Investments, Inc. | Cairo | NY | 07/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-23 |
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