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12 E. Main Street, Pawling, NY 12564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
| NY | RA | APPROVED | 2024-05-16 |
Branch Locations
12 E. Main Street, Pawling, NY 12564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bourne Lent Asset Management, Inc. | Pawling | NY | 09/2023 | Present |
| The Millennium Alliance | New York | NY | 07/2022 | 05/2023 |
| Charles Schwab | Phoenix | AZ | 03/2020 | 05/2022 |
| New York Life | Wall | NJ | 10/2019 | 03/2020 |
| University Of Arizona | Tuscon | AZ | 08/2015 | 05/2019 |
| Borough Of Monmouth Beach | Monmouth Beach | NJ | 05/2011 | 09/2019 |
| Unemployed | New York | NY | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
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