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Cochecton, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Raymond Corporation | Greene | NY | 09/2015 | 01/2019 |
| The Raymond Corporation | Greene | NY | 01/2019 | Present |
| Heritage Hill Adviser | Cochecton | NY | 01/2021 | Present |
I'm currently a full-time employee of The Raymond Corporation as a Program Manager. It is not an investment related business. The location is 22 S Canal Street, Greene, NY 13778. We build forklifts and I'm a program manager for the new product development group. My employment began in September 2014 and I devote about 40 hours per week, the majority of which are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-29 |
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