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151 West Main Street, Waterville, NY 13480 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-26 |
Branch Locations
151 West Main Street, Waterville, NY 13480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kane Financial | Waterville | NY | 06/2025 | Present |
| Vineyard Vines | Stamford | CT | 04/2014 | 06/2017 |
| Edgewell Personal Care | Shelton | CT | 08/2017 | 04/2019 |
| Shen Beauty | Brooklyn | NY | 03/2021 | 09/2022 |
| N/A | Rochester | NY | 05/2019 | 02/2021 |
| N/A | Pittsford | NY | 10/2022 | 05/2025 |
Femme Financial (Investment Club); investment-related; 23 Burnley Rise, Pittsford, NY 14534; President & Treasurer; 04/2024; 3hrs/month; 1hr during trading hours; This is a general partnership club for educational purposes. Danielle organizes the meetings, places the trades, handle financial updates to the group and process year end taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
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