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139 Meyer Road, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-12 |
| NY | RA | APPROVED | 2026-02-12 |
Branch Locations
139 Meyer Road, Halfmoon, NY 12065 • United States
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
| NY | RA | APPROVED | 2026-02-04 |
Branch Locations
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
Riverside, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-19 |
Branch Locations
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 |
|---|---|---|---|---|
| International Mission Board | Richmond | VA | 07/2014 | 09/2018 |
| Sabbatical | Riverside | CA | 09/2018 | 04/2019 |
| The Baptist Foundation Of California | Ontario | CA | 04/2019 | 08/2023 |
| Global Impact Wealth Management Llc | Riverside | CA | 03/2023 | Present |
| Steward Advisors Group, Llc | Clifton Park | NY | 01/2026 | Present |
| Simmons Capital Group | Clifton Park | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-05-18 |
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