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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-02 |
| NY | RA | APPROVED | 2022-09-01 |
Branch Locations
16 Kellogg Road, New Hartford, NY 13413 • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | New Hartford | NY | 07/2000 | 09/2022 |
| Master Planners & Associates | New Hartford | NY | 05/2009 | Present |
| Cs Planning Corp. D/B/A The Collingwood Group | New Hartford | NY | 09/2022 | Present |
| Pks Investments | Albany | NY | 02/2023 | Present |
1) SBB PROPERTIES, LLC. NOT INVESTMENT RELATED. 4732 EATON BROOK, EATON, NY. OWNER/PRESIDENT SINCE 2018, HOLDING COMPANY OF RENTAL PROPERTY AT 4732 EATON BROOK EATON, NY. Owner. 2018. 1 hr/mo. lawn mowing, snow removal, general maintenance - 1 HOUR PER MONTH. 2) CS Planning d/b/a The Collingwood Group. Investment Related. At Registered Location. RIA. IAR. Start Date: 09/2022. 160 hrs/ month; all during trading hours. Provide advice to clients 3) Collingwood Group LLC. Not Investment Related. 330 3rd St South, Unit 1210 St Petersburg FL 33705. Pass through entity for tax purposes. Member/Owner. Start Date: 05/2022.10 hours/mo; none hours during trading. Bill paying, staffing supervisory 4) Fixed Insurance. Investment related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 02/2023. 4 hrs/ month; all during trading hours. Sales of Fixed / Traditional insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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