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270 West Circular Street Suite 1, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-12 |
Branch Locations
270 W Circular St Suite 1, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniels Financial Partners, Inc. | Albany | NY | 12/2008 | 07/2021 |
| Lpl | West Albany | NY | 03/2014 | 06/2021 |
| Fagan Associates Inc | Troy | NY | 07/2021 | 04/2023 |
| Lpl Financial Llc | Albany | NY | 03/2023 | 10/2023 |
| King Wealth Management Group, Llc | Saratoga Springs | NY | 10/2023 | Present |
| Broadview Wealth Mgmt | Albany | NY | 04/2023 | 09/2023 |
| Fagan Associates Inc | Troy | NY | 09/2021 | 10/2022 |
1) Notary - Saratoga Springs, NY; not investment-related; start date 3/28/2007; notarize documents; devote 1 hour/month; 0 during trading hours. 2) St. Nicholas Ukrainian Orthodox Church - Troy, NY; not investment-related; Secretary; take minutes at meetings; start date 3/20/2017; devote 1 hour/month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-17 |
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