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450 North Aurora Street, Ithaca, NY 14850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plum Street Advisors Llc | Newton | MA | 04/2022 | 05/2024 |
| Baw Enterprises, Llc | Ithaca | NY | 04/2021 | 07/2022 |
| Verdi Studio Llc | Ithaca | NY | 04/2016 | Present |
| Pruco Securities, Llc. | Syracuse | NY | 08/2024 | 11/2024 |
| Finger Lakes Barns, Llc | Lodi | NY | 06/2021 | 11/2022 |
| Lpl Enterprise, Llc | Syracuse | NY | 11/2024 | 02/2025 |
| Fingerlakes Wealth Management, Inc. | Ithaca | NY | 03/2025 | Present |
| Fortune Financial Services | Monaca | PA | 12/2025 | Present |
1) Verdi Studio LLC - Business Owner - I photograph headshots and family portraits. - Not INV Related - At Ithaca, NY - Start Date 01/01/2016 - 10hrs/mth - 0hrs During Trading 2.) IAR for Finger Lakes Wealth Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-27 |
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