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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona Diamondbacks | Phoenix | AZ | 01/2022 | 02/2025 |
| Saratoga Quality Hardware | Saratoga Springs | NY | 06/2020 | 08/2020 |
| Stony Brook University | Stony Brook | NY | 09/2018 | 12/2021 |
| Saratoga Springs High School | Saratoga Springs | NY | 09/2014 | 06/2018 |
| Unemployed | Saratoga Springs | NY | 06/2018 | 09/2018 |
| Champlain Wealth Management | Malta | NY | 03/2025 | Present |
| Osaic Wealth, Inc. | Malta | NY | 03/2025 | Present |
1. CHAMPLAIN WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/26/2025 ADDRESS: 2452 Rte 9 Suite 304, Malta NY 12020, United States DESCRIPTION: Registered Assistant - Helping the advisors with day to day duties, doing the companies marketing (social media and website), learning the day to day on financial planning and investment advising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-03 |
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