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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pbj Wealth Management | Syracuse | NY | 01/2020 | Present |
| Student | Syracuse | NY | 01/2010 | 12/2019 |
Board Member, Geddes Federal Savings 7 Loan Association; Located at 2208 Genesee St, Syracuse, NY 13219; as of 3/06/2024; 2.5% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
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