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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 | 2026-01-05 |
Branch Locations
70 N. Putt Corners Road, New Paltz, NY 12561 • United States
Wallkill, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2023 | Present |
| Clearpath Advisors | Wallkill | NY | 04/2020 | Present |
| 10-15 Associates | Goshen | NY | 11/2015 | 03/2020 |
| Orange County Community College | Middletown | NY | 09/2011 | 09/2016 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
| Wallkill Area Little League | Wallkill | NY | 02/2025 | Present |
1) CLEARPATH ADVISORS; WALLKILL, NY; INVESTMENT RELATED; DBA FOR INVESTMENTS; FINANCIAL PROFESSIONAL; SINCE 04/2020; 160 HRS/MO 2) KN CRAFTS & CREATIONS; WALLKILL, NY; NON-INVESTMENT RELATED; CRAFT SALES; OWNER; SINCE 10/2020; 40 HRS/MO 3) WALLKILL AREA LITTLE LEAGUE; WALLKILL, NY 12589; NON-INVESTMENT RELATED; ELECTED BOARD MEMBER/PLAYER AGENT; LITTLE LEAGUE; SINCE 2/2025; 80 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-08 |
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