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31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-14 |
Branch Locations
31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbt Bank | Vestal | NY | 12/2009 | 07/2022 |
| S.E.E.D. Planning Group, Llc | Binghamton | NY | 08/2022 | Present |
| S.E.E.D. Planning Group, Llc | Binghamton | NY | 08/2022 | Present |
| S.E.E.D. Planning Group Llc | Binghamton | NY | 11/2023 | Present |
VP of the Board of the Fiduciary Education Foundation. No payment/commissions are received in my capacity at this Organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-30 |
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