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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2016 | 07/2017 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2023 | Present |
| Remax Plus | Rochester | NY | 08/2016 | 02/2019 |
| Keller Williams | Rochester | NY | 02/2019 | 11/2021 |
| Exp Realty | Rochester | NY | 11/2021 | Present |
| Delighted Hospitality Group | Rochester | NY | 05/2019 | 10/2023 |
SOCIETY FOR THE PROTECTION AND CARE OF CHILDREN (SPCC)-POSITION: Project Management Consultant NATURE: SPCC's mission is to provide the best opportunities for a bright future by respectfully partnering with children and their families, advocating for their health, well-being, and safety, and working to heal and strengthen relationships. Currently, SPCC operates 7 programs which together serve over 7,000 individuals a year, including the Finger Lakes WIC program serving clients in Eastern Monroe, Wayne, Ontario, Yates and Seneca counties. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024. ADDRESS: 148 S Fitzhugh St., Rochester NY 14608, United States. DESCRIPTION: As a project management consultant for SPCC, I'll assist as needed with the planning and organization of their events (golf tournaments, galas etc) and provide insight on some marketing and branding efforts for their organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-31 |
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