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89 Genesee Street, New Hartford, NY 13413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascent Wealth Partners, Llc | Irving | NY | 09/2011 | Present |
1)New York State Technology Enterprise Corporation; Not investment related; 99 Otis Street , Rome, NY. 13440; Corporation; Board Member, Chair of Audit Committee, and Chair of Investment Sub- Committee; 01/01/2005; Spends 2 hrs/mon; Provides technology consulting for state and local government entities 2)Human Technologies Corporation; Not investment Related; 2260 Dwyer Ave., Utica, NY. 13501; Corporation; Board Member,Immediate Past Chair,Audit and Finance Committee Member;01/01/2013; Spends 2 hrs/mon; provides employment opportunities for disabled persons 3) Munson-Williams-Proctor Art Institute; Investment Related; 310 Genesee Street, Utica, NY. 13502; Regional Fine Arts Center/Museum; Investment Committee Member; 06/01/2018; Spends 0.5 hrs/mon; provides oversight of endowment funds 4)SUNY Poly Foundation; Investment Related; 100 Seymour Road, Utica, NY. 13502; Charitable Organization; Finance Committee Chair; 06/30/2017; Spends 2 hrs/mon; Provides oversight to endowment and financial operations of Foundation 5) Holland Patent Central Schools; Not investment Related; 9601 Main Street, Holland Patent , NY. 13354; Educational Organization; Audit Committee Chair; 06/30/2015; Spends 0.25 hrs/mon; Provides oversight to District finances and expenditures
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