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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
| NJ | RA | APPROVED | 2019-06-20 |
| TX | RA | APPROVED | 2019-06-19 |
Branch Locations
19 British American Blvd East, Latham, NY 12110 • United States
111 Grant Avenue Suite 208, Endicott, NY 13760 • United States
Ballston Lake, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Albany | NY | 05/2000 | 06/2019 |
| Self | East Stroudsburg | PA | 10/2003 | Present |
| Self | Bushkill | PA | 10/2004 | 06/2017 |
| Self | Elcortecito | 12/2008 | 10/2021 | |
| Foresters Advisory Services Llc | Albany | NY | 08/2012 | 06/2019 |
| Cetera Investment Services Llc | Endicott | NY | 06/2019 | Present |
| Cetera Investment Advisers Llc | Endicott | NY | 06/2019 | Present |
1) LANDLORD 6 OAKLAND AVE STOUDSBURGH PA 2) FINANCIAL ADVISOR COACHING & CONSULTING, 6-8 HRS/WK 3) OWNER OF ROCHE CAPITAL ENTERPRISES; RENTAL PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-26 |
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