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31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-24 |
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 |
|---|---|---|---|---|
| The Scoop | Whitney Point | NY | 05/2012 | 10/2018 |
| The Rural Health Network Of South Central Ny | Binghamton | NY | 06/2018 | 08/2019 |
| Whitney Point Central School District | Whitney Point | NY | 05/2017 | 12/2019 |
| Bru 64 | Cortland | NY | 09/2019 | 01/2021 |
| Bloom Tax Partners, Llc | Whitney Point | NY | 09/2020 | 10/2023 |
| S.E.E.D. Planning Group, Llc | Binghamton | NY | 07/2021 | Present |
| S.E.E.D. Planning Group Llc | Binghamton | NY | 11/2023 | Present |
Bloom Tax Partners, LLC | Non-Investment Related | 2669 Main St, Whitney Point, NY 13862 | Tax and Accounting Services | Tax Planner and Preparer | 9/21/2020 | Spends 5 - 15 hours per week which may all be during trading hours | Tax Planning and Tax Preparation Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
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