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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214-3500 • United States
Cicero, NY • 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 |
|---|---|---|---|---|
| Allstate Insurance Co | Liverpool | NY | 09/2016 | 08/2017 |
| Full Boar Craft Brewery Llc | Syracuse | NY | 06/2016 | 11/2023 |
| Key Private Bank | Syracuse | NY | 11/2021 | 08/2024 |
| Ubs Financial Services, Inc | Syracuse | NY | 09/2024 | 01/2026 |
| Rbc Capital Markets, Llc | Syracuse | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-28 |
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