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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
600 E. John Carpenter Freeway Suite 200, Las Colinas, TX 75062 • 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 |
|---|---|---|---|---|
| Etico Wealth Management Llc | Clifton Park | NY | 04/2016 | Present |
| Dinosaur Financial | New York | NY | 04/2016 | 01/2018 |
| Etico Partners, Llc (Dba Cameron Harrod) | Clifton Park | NY | 01/2018 | Present |
| Quartz Partners Investment Management | Clifton Park | NY | 04/2023 | Present |
dba CAMERON HARROD, STARTED 12/2017, LESS THAN 5 HOURS/MONTH. David Dyke Fine Art- Non-investment related. 4887 Alpha Road Suite 210, Farmers Branch, TX 75244. Fine Art dealer. referral source. no title will only refer potential buyers. start date 06/24/2024. 1 hour a month devoted to the business during market hours and after market hours. MarK will refer potential buyers to the business, no other functions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-08 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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