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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-31 |
Branch Locations
1 N Main Street Suite 301, Cortland, NY 13045 • United States
Cortland, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onondaga County Finance Department | Syracuse | NY | 05/2025 | 08/2025 |
| Young Women's Christian Association | Cortland | NY | 06/2024 | 08/2024 |
| Young Women's Christian Association | Cortland | NY | 06/2025 | 08/2025 |
| Young Women's Christian Association | Cortland | NY | 12/2025 | 01/2026 |
| St. John Fisher University | Rochester | NY | 09/2023 | 05/2024 |
| St. John Fisher University | Rochester | NY | 09/2024 | 05/2025 |
| St. John Fisher University | Rochester | NY | 09/2025 | 01/2026 |
| Upskill Wealth Management | Cortland | NY | 01/2026 | Present |
| Unemployed | Cortland | NY | 03/2016 | 09/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: UPSKILL WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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