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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-24 |
Branch Locations
333 West Washington Street Ste 130, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 04/2019 | 03/2026 |
| Boston's Pizza Restaurant & Sports Bar | Tucson | AZ | 06/2015 | 04/2017 |
| Kfc | Tucson | AZ | 04/2017 | 08/2017 |
| Waffle House | Fayetteville | NC | 08/2017 | 01/2018 |
| Bojangles | Raeford | NC | 12/2017 | 03/2018 |
| Texas Roadhouse | Fayetteville | NC | 07/2018 | 01/2019 |
| Village Inn | Tucson | AZ | 01/2019 | 04/2019 |
| Rmh Franchise (Applebees) | Tuscon | AZ | 07/2019 | 05/2020 |
| Fry Foods | Tuscon | AZ | 12/2020 | 01/2021 |
| Juliangel Corporation (Ihop) | Fayetteville | NC | 11/2017 | 11/2017 |
| Blue Rose Legacy Home Care | Tuscon | AZ | 01/2021 | 04/2021 |
| Full-Time Education | Pinehurst | NC | 08/2017 | 11/2017 |
| Full-Time Education | Pinehurst | NC | 03/2018 | 07/2018 |
| Bank Of America, N.A. | Syracuse | NY | 01/2025 | 03/2026 |
| Canandaigua National Bank | Syracuse | NY | 03/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| Cetera Investment Advisers Llc | Syracuse | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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