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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-03 |
Branch Locations
225 Wilkinson St Suite 107, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Utica | NY | 09/2016 | 08/2018 |
| Lpl Financial Llc | East Syracuse | NY | 08/2018 | 09/2024 |
| Private Advisor Group, Llc | East Syracuse | NY | 09/2018 | 09/2024 |
| Osaic Wealth, Inc. | Syracuse | NY | 09/2024 | Present |
1. 5/20/2019 - Foresight Capital Ventures, LLC - Investment Related - Home Based - Real Estate Rental - President & Co-founder - Started 01/02/2017 - 5 Hours Per Month/0 Hours During Securities Trading - Responsible for general business oversight & planning. 2. 2/7/2017 - Lemoyne College, Madden School of Business - Investment Related - LeMoyne College, 1419 Salt Springs Road, Syracuse, New York 13214 - Other - Unpaid Student Mentor/Guest Speaker - Volunteer - Started 01/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading. 3. 10/06/2021 - Aramark Services, Inc. - Not Investment Related - 490 Restoration Way, Syracuse, NY 13209 - Outside/W-2 Employment -Start Date: 10/07/2021 - 8 Hours Per Month/0 Hours During Securities Trading - Bartender/Concessions at St. Joseph's Hospital Lakeview Amphitheatre. 4. 01/01/2014 - United Way of Central New York - Community Impact Committee - Not Investment Related - 980 James St, Syracuse, NY 13203 - 2 Hours Monthly/0 Hours During Securities Trading - Unpaid Community Impact Committee Member 5. Sustainability for Scholarships - Board Member and Marketing & Events Committee Chair - Not Investment Related - 275 East Street Pittsford, NY 14534 - 2 Hours Monthly/0 Hours During Securities Trading - Unpaid Board Member & Community Leader 6. Association of Upstate New York - Advisory Council Member & Board of Directors Vice-Chair - 135 Old Cove Rd Ste 213, Liverpool, NY 13090 - 3 Hours Monthly/0 During Securities Training - Unpaid Board Member & Advisory Council Member 7. ASCENSION WEALTH MANAGEMENT POSITION: Managing Director NATURE: This is a personal DBA setup for marketing purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 08/06/2024 ADDRESS: 225 Wilkinson Street, Suite #107, Syracuse NY 13204, United States DESCRIPTION: I am the owner and managing director of Ascension Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-13 |
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