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31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-27 |
Branch Locations
31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Krebs | Skaneateles | NY | 09/2018 | 08/2024 |
| Elephant And The Dove | Skaneateles | NY | 05/2020 | 08/2020 |
| Skaneateles High School | Skaneateles | NY | 01/2015 | 06/2020 |
| S.E.E.D. Planning Group | Binghamton | NY | 04/2025 | Present |
| Unemployed | N/A | NY | 08/2024 | 04/2025 |
| Suny Geneseo | Geneseo | NY | 08/2020 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
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