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Fuquay-Varina, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-08 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Albany | NY | 06/2013 | 02/2019 |
| Sefcu Credit Union | Albany | NY | 06/2013 | 02/2019 |
| Del-Sette Capital Managment | Schenectady | NY | 02/2019 | 03/2019 |
| Unemployed | Ballston | NY | 03/2019 | 06/2019 |
| Brown And Brown Of New York | Albany | NY | 06/2019 | 08/2019 |
| Citizens Securities Inc. | Clifton Park | NY | 08/2019 | 04/2021 |
| Berkshire Money Manangement, Inc. | Dalton | MA | 05/2021 | 04/2024 |
| Planvision, Llc | Ballston Lake | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-12 |
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