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89 Genesee Street, New Hartford, NY 13413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascent Wealth Management, Llc | New Hartford | NY | 09/2011 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2012 | 06/2017 |
1)TEUGEGA COUNTRY CLUB; NOT INVESTMENT RELATED; 6801 Golf Course Road, , Rome, NY. 13440; BOARD MEMBER, TREASURER; START DATE 1/2021; 8 HRS/MON; REVIEW CLUB FINANCIALS INCLUDING BALANCE SHEET AND INCOME STATEMENT, PREPARE ANNUAL BUDGET, MAKE RECOMMENDATIONS ABOUT THE FINANCIAL AFFAIRS OF CLUB. 2)UTICA COLLEGE;NOT INVESTMENT RELATED;1600 Burrstone Road, , Utica, NY. 13502; ADJUNCT PROFESSOR; 30 HRS/MON; DEVELOP AND MANAGE SYLLABUS, FACILITATE CLASS STRUCTURE, EVALUATE STUDENT PERFORMANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-11 |
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