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1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
2514 Genesee Street, Utica, Ny 13502, Utica, NY 13502 • United States
1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hart Settlement Group | Utica | NY | 11/2024 | Present |
| Shelter Wealth Strategies, Llc | Houston | TX | 05/2026 | Present |
| Cbiz Cpas | New York | NY | 10/2021 | 11/2024 |
| Syracuse University | Syracuse | NY | 09/2017 | 06/2021 |
| High School | Utica | NY | 09/2013 | 06/2017 |
| Chanatry's Hometown Market | Utica | NY | 06/2018 | 08/2018 |
| D'ARcangelo & Co., Llp | Utica | NY | 05/2019 | 08/2019 |
| Hart Settlement Group | Utica | NY | 06/2020 | 08/2020 |
| Unemployed | Utica | NY | 06/2017 | 09/2017 |
| Hart Settlement Group | Utica | NY | 06/2021 | 10/2021 |
Hart Settlement Group / Not investment related / 2514 Genesee Street, Utica, NY 13502 / Nature of business: Structured settlement consulting / Position: Settlement Consultant / Start date: November 2024 / 250+ hrs per month / 6.5 hours during trading hours / Duties: Settlement consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
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