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Current Employers
Strategic Financial Services

114 Business Park Drive, Utica, NY 13502 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-25
  • NY RA
    APPROVED
    Since 2025-05-25

Branch Locations

Voorheesville, NY • United States

114 Business Park Drive, Utica, NY 13502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Financial Services, Inc. Utica NY 03/2021 Present
Purshe Kaplan Sterling Investments Albany NY 01/2021 03/2021
Northwestern Mutual Poughkeepsie NY 05/2020 12/2020
Stewarts Corporation Rosendale NY 08/2017 07/2020
Orangetheory Fitness Poughkeepsie NY 08/2015 08/2017
  • 03/2021 → Present
    Strategic Financial Services, Inc.
    Utica, NY
  • 01/2021 → 03/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2020 → 12/2020
    Northwestern Mutual
    Poughkeepsie, NY
  • 08/2017 → 07/2020
    Stewarts Corporation
    Rosendale, NY
  • 08/2015 → 08/2017
    Orangetheory Fitness
    Poughkeepsie, NY
Designations

View on SEC IAPD

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