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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-25 |
Branch Locations
146 Arsenal Street Suite 11, Watertown, NY 13601 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carthage Savings And Loan, Na | Watertown | NY | 11/2011 | Present |
| Ifp Securities, Llc | Tampa | FL | 12/2024 | Present |
| Time Warp Tavern | Watertown | NY | 08/2020 | Present |
(1) Time Warp Tavern - not investment related - 302 State Street, Watertown, NY 13601 - Sports Bar - Employee - start date Aug. 19, 2020 - 44 hours/month - Serve food and drinks to patrons (2) Carthage Investment Services - investment related - 146 Arsenal Street Suite 11 Watertown, NY 13601 - start date 6/16/2025 - DBA (3) New York State Public State High School Athletic Assoc - not investment related - 8 Airport Park Blvd, Latham NY 12110 - employee - start date Oct 15, 2025 - 10 hours/month - Swimming and Diving Official
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
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