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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 | 2021-04-28 |
Branch Locations
19 British American Blvd East, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York State Parks And Recreation | Voorheesville | NY | 06/2009 | 09/2017 |
| Sunnyhill Resort | Greenville | NY | 06/2015 | 02/2017 |
| Foresters Financial Services | Latham | NY | 08/2016 | 06/2019 |
| Cave Mountain Brewing Company | Windham | NY | 05/2017 | 05/2018 |
| Cetera Investment Advisers Llc | Latham | NY | 06/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | Present |
TOWN BOARD MEMBER & DEPUTY TOWN SUPERVISOR FOR TOWN OF GREENVILLE, APPROVE BUDGET, PAY BILLS, AMEND TOWN LAWS, CHECK SIGNING IN DUAL CAPACITY, INVESTMENT DECISIONS NEED BOARD APPROVAL, 5/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-07 |
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