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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| NY | RA | APPROVED | 2025-04-17 |
Branch Locations
New Hartford, NY • United States
507 Plum Street Suite 200, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harley Davidson Of Utica | New York Mills | NY | 07/2021 | 04/2025 |
| Binghamton University | Binghamton | NY | 01/2024 | 05/2024 |
| Ascent Wealth Partners | New Hartford | NY | 12/2023 | 01/2024 |
| The Fitness Mill | Utica | NY | 03/2021 | 01/2022 |
| Binghamton University | Binghamton | NY | 01/2023 | 05/2024 |
| University Of Tampa | Tampa | FL | 01/2022 | 12/2023 |
| Cazenovia College | Cazenovia | NY | 08/2021 | 12/2021 |
| New Hartford High School | New Hartford | NY | 08/2017 | 06/2021 |
| Perry Junior High School | New Hartford | NY | 08/2014 | 08/2017 |
| Equitable Advisors, Llc. | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-12 |
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