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89 Genesee Street, New Hartford, NY 13413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symeons Greek Restaurant | Yorkville | NY | 06/2013 | 07/2020 |
| Strategic Financial Services, Inc. | Utica | NY | 07/2020 | 10/2025 |
| Student | New Hartford | NY | 09/2005 | 05/2020 |
| Ascent Wealth Partners, Llc | New Hartford | NY | 11/2025 | Present |
Symeon's Greek Restaurant; 4941 Commercial Drive, Yorkville, NY 13495; Hostess; Non-Investment Related; 06/2013 start date; 16 hours/month; handles phones, manages reservations, seats customers, take out preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-29 |
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