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114 Business Park Drive, Utica, NY 13502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-09 |
| NY | RA | APPROVED | 2021-09-04 |
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 |
|---|---|---|---|---|
| Bellavista Restaurant | Little Falls | NY | 10/2002 | 12/2018 |
| Strategic Financial Services | Utica | NY | 04/2004 | Present |
| Cadaret, Grant & Co., Inc. | Utica | NY | 08/2010 | 09/2019 |
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