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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-27 |
Branch Locations
49 Court St, Suite 170, Binghamton, NY 13901 • United States
45 St John St, Goshen, NY 10924 • United States
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Middletown, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspire Financial Group | Vestal | NY | 08/2019 | 11/2024 |
| Cadaret Grant | Vestal | NY | 08/2019 | 12/2020 |
| Suny Orange | Middletown | NY | 03/2019 | Present |
| Homemaker | Rock Hill | NY | 04/2016 | 08/2019 |
| Confluence Running, Hudson Valley | Goshen | NY | 08/2020 | 07/2023 |
| American Portfolios Financial Services, Inc. | Vestal | NY | 12/2020 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 11/2024 |
| William Joseph Capital Management, Inc. | Bristol | CT | 11/2024 | Present |
1) Insurance Sales - sales of insurance products. Start date is May 2020. 4 hours per month during trading hours. 2) SUNY Orange Community College - not investment related, start date is 08/2023, professor in the Business Department, 80 hours/month during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-03 |
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