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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2025-10-15 |
Branch Locations
85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Collierville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Financial Solutions | Batesville | AR | 04/2016 | 10/2019 |
| Farmers Insurance | Batesville | AR | 03/2016 | 10/2019 |
| Secure Insurance Group | Springfield | MO | 11/2019 | 01/2025 |
| American Elite Advisory | Dallas | TX | 08/2021 | 12/2021 |
| Bison Advisors | Hartwell | GA | 01/2022 | 09/2022 |
| American Elite Advisory | Dallas | TX | 04/2024 | 01/2025 |
| Foundations Investment Advisors | Phoenix | AZ | 04/2025 | 09/2025 |
| Quartz Partners | Saratoga Springs | NY | 09/2025 | Present |
HIGH POINT FINANCIAL GROUP; investment-related ; 6600 POPLAR AVE STE 250 MEMPHIS, TN 38119; INSURANCE PRODUCTS; OWNER; 09/2022; 20 HOURS/MONTH SPENT ON OTHER BUSINESS; 20 DURING TRADING HOURS; OFFER ANNUTITIES, LIFE INSURANCE, LONG TERM CARE AND OTHER INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-05 |
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