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Saratoga Springs, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-16 |
| NY | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED | 2024-07-11 |
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 |
|---|---|---|---|---|
| Hartford Funds Distributors, Llc | Radnor | PA | 08/2016 | 10/2019 |
| Advisors Asset Management, Inc | Monument | CO | 11/2019 | 05/2021 |
| Forever Young Springs, Llc | Saratoga Springs | NY | 04/2016 | Present |
| Lifegoal Investments, Llc Fka Lifegoal Wealth Advisors Llc | Saratoga Springs | NY | 05/2024 | Present |
| Lifegoal Investments Llc | Saratoga Springs | NY | 09/2021 | 06/2023 |
| Lifegoal Investments, Llc | Saratoga Springs | NY | 09/2021 | Present |
| Lifegoal Lending Llc | Saratoga Springs | NY | 10/2024 | Present |
(1)Forever Young Spring, LLC; Saratoga Springs, NY ; Commercial Real Estate; Start: 4/2016; Owner; Approximately 1/2 hour spent during month; No time spent during securities trading hours; Not Investment related. (2)LifeGoal Investments, LLC; Saratoga Springs, NY; Investment Related; Co-Founder; Started 09/2021; No time spent on this activity. (3) LifeGoal Lending LLC; No; Saratoga Springs, NY; Owner; 10/2024; 5% of time a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-23 |
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