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31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-29 |
Branch Locations
31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Binghamton | NY | 01/2001 | Present |
| Nbt Bank | Vestal | NY | 03/2012 | 10/2022 |
| S.E.E.D. Planning Group, Llc | Binghamton | NY | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-19 |
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