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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
Branch Locations
507 Plum Street Suite 200, Syracuse, NY 13204 • United States
119 Sherman St Suite 4, Watertown, NY 13601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wood Boat Brewery | Clayton | NY | 07/2020 | 10/2025 |
| Clarkson University | Potsdam | NY | 08/2020 | 08/2025 |
| Clarkson University | Potsdam | NY | 08/2021 | 05/2025 |
| Excellus Blue Cross Blue Shield | Rochester | NY | 06/2024 | 08/2024 |
| Samaritan Medical Center | Watertown | NY | 06/2023 | 08/2023 |
| Osprey Public House | Clayton | NY | 06/2022 | 08/2022 |
| General Brown High School | Dexter | NY | 08/2016 | 06/2020 |
| Unemployed | Syracuse | NY | 10/2025 | 12/2025 |
| Equitable Advisors, Llc | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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