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89 Genesee Street, New Hartford, NY 13413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascent Wealth Partners, Llc | Irving | NY | 12/2015 | Present |
1 ) NEIL EDMONDS IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. ASCENT WEALTH PARTNERS, LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF ASCENT WEALTH PARTNERS, LLC IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT. 2) Real Estate Rental; not investment related; 19 Cambridge Ct, , Saratoga Springs, NY. 12866-8505; real estate rental; co-owner; Less than 10% of time spent on the activity during the month; Responsible for posting availability on airbnb website and cleaning the walk out basement unit after guests leave.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-02 |
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