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31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-08 |
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 |
|---|---|---|---|---|
| Our Lady Of Good Counsel | Endicott | NY | 03/2016 | 03/2020 |
| Endwell Greens Golf Club | Endwell | NY | 06/2018 | 04/2022 |
| Dick's Sporting Goods | Vestal | NY | 05/2021 | 03/2022 |
| Visions Federal Credit Union | Endwell | NY | 05/2022 | 11/2022 |
| Cooperstown Dream's Park | Cooperstown | NY | 05/2023 | 08/2023 |
| Union Endicott Central School District | Endicott | NY | 12/2022 | 07/2024 |
| Binghamton University | Vestal | NY | 03/2021 | 07/2024 |
| Binghamton University | Vestal | NY | 07/2024 | 08/2025 |
| S.E.E.D. Planning Group Llc | Binghamton | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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