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63 Putnam Street Suite 202, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-25 |
| NY | RA | APPROVED | 2023-05-10 |
Branch Locations
63 Putnam Street Suite 202, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Ny | NY | 01/1998 | Present |
| Avantax Investment Services, Inc. | New York | NY | 06/1998 | 05/2023 |
| Avantax Advisory Services | New York | NY | 08/2021 | 05/2023 |
| Wpm Wealth Advisors Llc | New York | NY | 05/2023 | Present |
| Sandy S. Moi, Cpa Llc | New York | NY | 01/1998 | Present |
Sandy S. Moi, CPA LLC, Allsafe Insurance Brokerage Inc.; Manager; Investment related: No; 139 Centre St PH138 New York NY 10013 USA; Accounting firm, insurance brokerage firm; 1998-01-01; Hours per month devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 100;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-10 |
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