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114 Business Park Drive, Utica, NY 13502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-25 |
Branch Locations
Voorheesville, NY • United States
114 Business Park Drive, Utica, NY 13502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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