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89 Genesee Street, New Hartford, NY 13413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
| TX | RA | APPROVED_RES | 2018-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2011 | 06/2017 |
| Ascent Wealth Partners Llc | Utica | NY | 09/2011 | Present |
1) KOWALCZYK LAW OFFICE, 1988, LAW FIRM OF COUNSEL, 185 GENESEE ST 12TH FL UTICA NY 13501. WORKS 5-10 HRS PER MONTH ON VAROUS LEGAL WORK FOR FIRMS CLIENTS. GENERALLY CONSISTING OF BUSINESS, TAX AND ESTATE PLANNING MATTERS. 2) THE BOILERMAKER ROADRACE INC.; NOT INVESTMENT RELATED; COURT STREET, UTICA, NY 13502; CHARITABLE ORGANIZATION; BOARD MEMBER; 2 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-12 |
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