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31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-13 |
Branch Locations
31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors | Nyc | NY | 02/2020 | 03/2020 |
| Community Options | Vestal | NY | 08/2018 | 04/2021 |
| Bandalier | Binghamton | NY | 03/2018 | 07/2018 |
| Binghamton University | Vestal | NY | 01/2016 | 05/2018 |
| Americorps Promise Zone | Binghamton | NY | 01/2017 | 06/2018 |
| Seed | Binghamton | NY | 04/2021 | 12/2024 |
| S.E.E.D. Planning Group, Llc | Binghamton | NY | 08/2021 | Present |
| S.E.E.D. Planning Group, Llc | Binghamton | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-13 |
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