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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-13 |
| VA | RA | APPROVED | 2022-09-13 |
| NY | RA | APPROVED | 2022-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Muchler Financial Services | Dansville | NY | 06/1995 | 07/2022 |
| Securities Service Network | Dansville | NY | 06/2014 | 09/2020 |
| Ssnai | Dansville | NY | 11/2015 | 09/2020 |
| Muchler Financial Services, Inc. | Dansville | NY | 09/2019 | 07/2022 |
| Securities America, Inc. | Dansville | NY | 09/2020 | 12/2020 |
| Private Client Services | Dansville | NY | 01/2021 | 06/2022 |
| Allworth Financial Lp | Dansville | NY | 07/2022 | Present |
| Aw Securities | Dansville | NY | 07/2022 | Present |
ROTARY BOARD MEMBER. OK BOX 39, DANSVILLE, NY 14437. FOUNDATION CHAIR. VOLUNTEER. 2 HRS/MO; 0 DURING TRADING HRS. Brae Burn Golf Course - Purchase, NY - not investment related - partner - golf course ownership with other partners - 10 hours per week not during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-19 |
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