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46 South Street, Auburn, NY 13021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-06 |
| TX | RA | APPROVED_RES | 2020-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2013 | 10/2024 |
| Genesee Capital Advisors, Llc | Auburn | NY | 05/2013 | Present |
1) Skaneateles Lake Association. Non-Investment Related. 96 E. Genesee St, Skaneateles, NY 13152. Environment Non-Profit, advisory board member. Start 5/2021. 1hr/mo, not during trading hours. Serve on advisory board. 2) Insurance. Not Investment Related. 46 South Street Auburn NY 13021. Insurance Agent. Start 6/2013. 1 hour per month during trading. Sale of insurance and Fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-05 |
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