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50 Square Drive Suite 220, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-01 |
| NY | RA | APPROVED | 2021-08-18 |
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 |
|---|---|---|---|---|
| Km Investment Services | Victor | NY | 04/2002 | 03/2020 |
| Cadaret, Grant & Co., Inc. | Victor | NY | 06/2004 | 06/2025 |
| Km Advisory Services | Victor | NY | 04/2002 | 03/2020 |
| Km Advisory Services | Victor | NY | 03/2020 | 08/2021 |
| Km Investment Services | Victor | NY | 03/2020 | 07/2021 |
| Prosperity Advisory Group | Victor | NY | 09/2020 | Present |
1) Amway Independent Business Owner (not investment-related). Nature: Can purchase consumer products at wholesale with ability to sell them at retail and recruit other individuals to be part of business system. Start date: 1993. Location: Pittsford, NY. Hours: Less than 1 hour per month not during securities trading hours. 2) Notary Public for the State of New York (not investment-related). Start date: 2006. Location: Victor, NY. Hours: Less than 1 hour per month during securities trading hours. 3) Insurance Agent (investment related): Appointed for Life/Accident/Health/VA insurance sales through various companies. Start date: 2004. Location: Victor, NY. Hours: 1-2 hours per month during securities trading hours. 4) Prosperity Advisory Group LLC Retirement Plan Trustee (investment related). Location: Victor, NY. Start date: Aug 2021. Hours: Less than 1 hour per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-13 |
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