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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
15 Scott'S Corners Drive, Montgomery, NY 12549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walden Savings Bank | Montgomery | NY | 09/2011 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2012 | Present |
| Cetera Investment Advisers Llc | Montgomery | NY | 03/2021 | Present |
1. WALDEN SAVINGS BANK, PRESIDENT AND CEO. 2. NEIL’S FARMHOUSE LLC, FAMILY RENTAL PROPERTY, 33.3% OWNER 3. BOARD MEMBER FOR CONNECTICUT ONLINE COMPUTER CENTER, 4-6/HRS/MO; 4. VP OF BOARD FOR SUN RIVER HEALTH DBA WALLKILL VALLEY HEALTH COALITION (LOCAL HEALTH CENTER), 1-2/HRS/WK 5. BOARD MEMBER & FINANCE COMMITTEE (VICE CHAIR GOVERNMENT RELATIONS) FOR NEW YORK BANKER’S ASSOCIATION (NYS BANK TRADE GROUP), 2-3/HRS/WK; 6. BOARD MEMBER FOR SUNY ORANGE FOUNDATION, 2/HRS/WK; 7. BOARD MEMBER FOR COMMUNITY FOUNDATION OF ORANGE, SULLIVAN AND ROCKLAND COUNTIES, 2/HRS/WK 8. BOARD MEMBER FOR MONTEFIORE ST LUKE’S CORNWALL 9. BOARD MEMBER FOR WALDEN SAVINGS BANK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-12 |
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