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Bridget Horan

Shade Tree Advisors LLC

Saratoga Springs, NY

Milton, GA

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Current Employers
Shade Tree Advisors Llc

19 Railroad Place Suite 301, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-01
  • GA RA
    APPROVED
    Since 2023-08-01

Branch Locations

19 Railroad Place Suite 301, Saratoga Springs, NY 12866 • United States

Milton, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Nashville TN 02/2015 10/2020
Shade Tree Advisors Saratoga Springs NY 11/2020 Present
  • 02/2015 → 10/2020
    Ubs Financial Services
    Nashville, TN
  • 11/2020 → Present
    Shade Tree Advisors
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-05
  • S66 Uniform Combined State Law Examination
    2009-03-05
Other Names
  • Bridget Eileen Flynn
  • Bridget Eileen Horan
  • Bridget F. Horan
  • Bridget Flynn Horan

View on SEC IAPD

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CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
NYE STREET PARTNERS LLC · SARATOGA SPRINGS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SARATOGA SPRINGS, NY
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