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West Point, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Latham | NY | 05/2016 | 01/2017 |
| Scott, Stackrow & Company | Latham | NY | 01/2017 | 01/2018 |
| Cahaba Safeguard Administrators Llc | Greenville | NC | 10/2018 | Present |
| Excel Wealth Management, Llc | Greenville | NC | 09/2021 | 07/2025 |
| Robert Half | Clifton Park | NY | 01/2018 | 06/2018 |
| Unemployed | Greenville | NC | 06/2018 | 10/2018 |
| Make It Easy Financial | Greenville | NC | 10/2021 | Present |
| Zero Day Capital Enterprises Llc | West Point | NY | 07/2025 | Present |
| Self Employed | Greenville | NC | 12/2018 | Present |
1) CAHABA SAFEGUARD ADMINISTRATORS, NO, 2803 SLATER ROAD, MORRISVILLE, NC 27530, MEDICARE AUDIT, AUDITOR, 10/1/2018, 160 HRS/MONTH, 160 HRS/MONTH, PART OF AN AUDIT TEAM 2) MAKE IT EASY FINANCIAL, NO, 710 LANCELOT DRIVE, GREENVILLE, NC 27858, TAX ADVISING SERVICE, PARTNER, 10/1/2021, 60 HRS/MONTH, 60 HRS/MONTHS, SMALL BOOK KEEPNG AND TAX FIRM
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-14 |
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