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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 | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1001 South First Street Office No. 5, Fulton, NY 13069 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-09 |
| NY | RA | APPROVED | 2023-05-09 |
Branch Locations
1001 South First Street Office No. 5, Fulton, NY 13069 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
116 Phillips Street, Fulton, NY 13069 • 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 |
|---|---|---|---|---|
| Prudential Securities | Cicero | NY | 07/2016 | 11/2016 |
| The Prudential Insurance Company Of America | Cicero | NY | 09/2016 | 11/2016 |
| Reagan Investment Management | Marcellus | NY | 11/2016 | 02/2018 |
| Financial Partners Of Upstate Ny/Massmutual | Syracuse | NY | 08/2018 | 10/2020 |
| Mml Investors Services | Syracuse | NY | 09/2018 | 10/2020 |
| Rockbridge Investment | Syracuse | NY | 02/2018 | 07/2018 |
| Avantax Advisory Services | Fulton | NY | 04/2023 | 09/2025 |
| Avantax Planning Partners, Inc. | Fulton | NY | 04/2023 | Present |
| Unemployed | Fulton | NY | 01/2023 | 04/2023 |
| D'ARcangelo & Co. Llp | Fulton | NY | 01/2021 | 12/2022 |
| Avantax Investment Servies, Inc. | Fulton | NY | 04/2023 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Tamaqua | PA | 08/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Fulton | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) CITY COUNCIL POSITION: city counselor NATURE: I would be appointed to the position to replace someone stepping down. I would be a public servant directing inhabitants to the appropriate resources for their needs. Additionally I would be voting on matters that directly impact my local community. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 116 Phillips st, Fulton NY 13069, United States DESCRIPTION: Local residents would come to me as their first point of contact to address any concerns or questions. Anything one would go to their local counsel man for guidance or assistance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2008-11-21 |
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