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242 Union Street #8, Schenectady, NY 12305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simmons Capital Group | Halfmoon | NY | 09/2013 | 03/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2016 | 11/2016 |
| Acacia Grove Wealth Management | Schenectady | NY | 07/2024 | Present |
| Unemployed | Schenectady | NY | 04/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-03 |
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