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5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-21 |
| CO | RA | APPROVED | 2022-09-12 |
| CT | RA | APPROVED | 2022-08-17 |
| NY | RA | APPROVED | 2021-05-09 |
| PA | RA | APPROVED | 2021-02-02 |
| FL | RA | APPROVED | 2016-04-04 |
Branch Locations
5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hazard & Siegel Advisory Services Llc | Dewitt | NY | 02/2016 | Present |
| Hazard & Siegel Inc | Dewitt | NY | 02/2016 | Present |
SALES AND SERVICE OF FIXED INSURANCE PRODUCTS ON AN INDEPENDENT CONTRACTOR BASIS. USING DBA OF WARD WEALTH MANAGEMENT GROUP LLC. START DATE 2006. WORK FROM HOME ADDRESS, 2-15 HOURS PER MONTH, ABOUT HALF DURING TRADING HOURS. SOLICITOR FOR HAZARD & SIEGEL ADVISORY SERVICES LLC, REFER CLIENT ACCOUNTS TO MONEY MANAGER, REGISTERED INVESTMENT ADVISOR. 2-20 HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-10 |
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