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10 East Market Street, Corning, NY 14830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irvine Wealth Planning Strategies Dba Rooted Planning Group | Corning | NY | 04/2018 | Present |
| Student | Hornell And Alfred | NY | 09/2008 | 05/2018 |
| Alsheimer & Evarts Tax Preparation | Avoca | NY | 01/2018 | 06/2019 |
| Maple City Bowl | Hornell | NY | 10/2012 | 12/2019 |
She Shed Creations, LLC: Ms. Eason runs a craft business that sells small craft product such as mugs, wreaths and other seasonal items. She spends approximately fifteen (15) hours per month in this capacity. This business is outside of Rooted Planning Group. Ms. Eason volunteers for Advisors Give Back, which is a pro-bono financial helpline. Ms. Eason does not receive compensation for the services she provides; she spends approximately two (2) hours per month in this capacity. This outside business activity is not connected to Rooted Planning Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-20 |
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