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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-23 |
| NY | RA | APPROVED | 2021-06-30 |
Branch Locations
214 W 1St St, Oswego, NY 13126 • United States
7900 Davis Rd N Ste 2, Clay, NY 13041 • United States
6611 Manlius Center Rd, East Syracuse, NY 13057 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Principal Life Insurance Co | Syracuse | NY | 08/2010 | Present |
| Bethmann, Russell & Associates | Syracuse | NY | 09/2011 | 08/2021 |
| Bethamann, Russell, Caron & Associates | Clay | NY | 08/2018 | 06/2019 |
| Bca Wealth Advisors | Clay | NY | 11/2018 | 05/2026 |
| Principal Securities Inc | Clay | NY | 03/2016 | Present |
| Legacy Financial Grouop | Clay | NY | 04/2021 | 07/2023 |
| Union Financial | Clay | NY | 09/2021 | 07/2023 |
| Legacy Financial Group And Associates | Clay | NY | 01/2023 | Present |
*OUTSIDE INSURANCE, LIFE, DI, FIXED ANNUITIES, 01/20/15.***Fixed Insurance; Investment Related; Clay, NY; Agent; Medicare; Start Date: 11/01/2020; 25 hrs per month; 10 during trading hours. ***Real Estate Agent; Not Investment Related; Clay, NY; Agent; help people sell and buy homes, and purchase rental property; Start Date: 02/01/2021; 5 hrs per month; 5 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-14 |
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