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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dinosaur Securites | New York | NY | 01/2010 | 01/2018 |
| Etico Wealth Management Llc | Clifton Park | NY | 01/2010 | Present |
| Etico Partners, Llc | Clifton Park | NY | 01/2018 | Present |
| Benchmark Investments, Inc | Stockbridge | GA | 01/2020 | 05/2020 |
| Quartz Partners Investment Management | Clifton Park | NY | 04/2023 | Present |
- Pathfinder Village Board of Trustees - Yes investment related - 6 Chenango Dr Edmeston, NY - Philanthropic - Treasurer/Chair of the investment committee - 01/01/2012 - 1hr/mo - 1hr/mo during trading hrs - Philanthropic role w/local 501(c)3 organization
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-12 |
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