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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Marcellus | NY | 11/2017 | 10/2025 |
| Key Investment Services, Llc | Marcellus | NY | 06/2018 | 10/2025 |
| Citizens Bank | Syracuse | NY | 10/2015 | 11/2017 |
| Charles Schwab & Co., Inc | Dewitt | NY | 10/2025 | Present |
| Charles Schwab Bank | Dewitt | NY | 10/2025 | Present |
Baltimore Woods Nature Center, not investment-related, 4007 Bishop Hill Road, Marcellus, NY 13108, offering programs and a place in CNY for everyone to cultivate appreciation and personal connections to nature through environmental education, recreation, play & research, Member/Board Member, start date 10/22/19, 3 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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