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404 Old Liverpool Rd, Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-13 |
Branch Locations
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-19 |
Branch Locations
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Chittenango, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Syracuse | NY | 06/2013 | 02/2017 |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 01/2019 | 10/2025 |
| Americu Credit Union | Liverpool | NY | 02/2017 | 01/2019 |
| Pinnacle Investments, Llc | Syracuse | NY | 02/2022 | 10/2025 |
| Bristal Lane | Indianapolis | IN | 10/2025 | Present |
| Thurston Springer Financial | Indianapolis | IN | 10/2025 | Present |
| Oxford Harriman Private Wealth Management | Indianapolis | IN | 04/2026 | Present |
1) Court Appointed Special Advocates (CASA); Non Investment-Related; Syracuse, NY; Chair of the CASA Advisory Board 2) Great Northern Artists Collaborative; Non Investment-Related, 4155 NY-31 Clay, NY 13041; Performing arts group that teaches classes as well as performs shows; Ensemble Performer; Activity expected to continue from Sept 1st 2023, about 60 hours of time outside of business hours, no activity in business hours; will be acting as an ensemble performer. 3) Bristal Lane Consulting; Senior Compliance Consultant; W2 40 hours a week during trading hours. Employee B/D Parent Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-09 |
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