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12 Scotchtown Ave, Goshen, NY 10924 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-21 |
| TX | RA | APPROVED_RES | 2016-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Path Planning | Goshen | NY | 09/2016 | Present |
Christopher Pollard is owner and operator of Great Path Tax Services, 10 Matthews Street, Goshen, NY 10924. This company does tax preparation work seasonally. The business is not investment related and clients can engage Mr. Pollard for these services for an additional fee. Between January and April 15th, Mr. Pollard will spend 50% of his time providing tax preparation and planning services, with about half of this time during trading hours and half after trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-19 |
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