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126 N Salina St. Suite 330, Syracuse, NY 13202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-16 |
| NY | RA | APPROVED | 2022-04-25 |
Branch Locations
126 N Salina St. Suite 330, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockbridge Investment Management, Llc | Syracuse | NY | 01/2017 | 04/2022 |
| Disciplined Capital Management | Syracuse | NY | 01/2017 | 12/2017 |
| U.S. House Of Representatives | Washington | DC | 01/2015 | 12/2016 |
| Rialto Wealth Management | Skaneateles | NY | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-10 |
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