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6535 Anthony Drive Suite A, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-12 |
Branch Locations
6535 Anthony Drive Suite A, Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldi Inc | Tully | NY | 01/2002 | 03/2026 |
| Ever Green Wealth Management, Llc | Victor | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
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