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126 N Salina St. Suite 330, Syracuse, NY 13202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-18 |
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 |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Saratoga Springs | NY | 05/2012 | 05/2017 |
| Rockbridge Investment Management, Llc | Syracuse | NY | 07/2017 | 04/2022 |
| Rialto Wealth Management | Skaneateles | NY | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-28 |
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