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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2021-05-06 |
| FL | RA | APPROVED | 2021-04-14 |
| CO | RA | APPROVED | 2021-04-09 |
| PA | RA | APPROVED | 2021-04-09 |
| NE | RA | APPROVED | 2021-04-07 |
| WA | RA | APPROVED | 2021-04-02 |
| NY | RA | APPROVED | 2021-04-01 |
| CA | RA | APPROVED | 2021-03-11 |
| OH | RA | APPROVED | 2021-03-11 |
| TX | RA | APPROVED_RES | 2015-01-27 |
Branch Locations
85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slocum-Webber Group, Llc | Stillwater | NY | 10/2013 | Present |
| Quartz Partners Investment Management | Troy | NY | 12/2014 | Present |
| Ski Vt House, Llc | Stillwater | NY | 04/2017 | Present |
| Etico Wealth Management | Clifton Park | NY | 07/2022 | Present |
BUSINESS NAME: SLOCUM-WEBBER GROUP, LLC INVESTMENT RELATED: NO BUSINESS ADDRESS: 71 WRIGHTS LOOP STILLWATER, NY 12170 NATURE OF BUSINESS: PROJECT MANAGEMENT CONSULTING AND PROPERTY MANAGEMENT AND LEASING TITLE: MEMBER, 15% MINORITY INTEREST. SPOUSE HAS 85% INTEREST. START OF RELATIONSHIP: 10/2013 APPROXIMATE TIME: LESS THAN 1 HOUR PER WEEK DEVOTED TO OPERATIONAL ACTIVITIES DURING TRADING HOURS. BUSINESS NAME: SKI VT HOUSE, LLC INVESTMENT RELATED: NO BUSINESS ADDRESS: 71 WRIGHTS LOOP STILLWATER, NY 12170 NATURE OF BUSINESS: VACATION PROPERTY MANAGEMENT AND LEASING TITLE: MEMBER, 25% MINORITY INTEREST START OF RELATIONSHIP: 04/2017 APPROXIMATE TIME: LESS THAN 1 HOUR PER WEEK DEVOTED TO OPERATIONAL ACTIVITIES DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
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