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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-24 |
Branch Locations
202 Main Street, Dansville, NY 14437 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wayland Cohocton Central School | Wayland | NY | 06/2012 | Present |
| Muchler Financial Services | Dansville | NY | 06/2014 | 07/2022 |
| Securities Service Network, Inc. | Dansville | NY | 06/2015 | 09/2020 |
| Securities America, Inc. | Dansville | NY | 09/2020 | 12/2020 |
| Private Client Services | Dansville | NY | 01/2021 | 06/2022 |
| Aw Securities | Dansville | NY | 07/2022 | Present |
| Allworth Financial Lp | Dansville | NY | 07/2022 | Present |
WAYLAND COHOCTON SCHOOL. VARSITY VOLLEYBALL ASSISTANT. 2350 N463, WAYLAND, NY 14572. SCHOOL VOLLEYBALL ASSISTANT. COACH HIGH SCHOOL VOLLEYBALL PLAYERS IN ASSISTANT TO THE TWO PROGRAMS VOLLEYBALL COACHES. DURING SEASON - 65 HRS/MO; 0 DURING TRADING HRS. VINCENT HOUSE - LOCAL HOSPICE CARE FACILITY IN THE AREA - THIS IS NOT INVESTMENT RELATED - SERVING ON THE BOARD IN A VOLUNTEER CAPACITY, UNPAID - APPROX 2 HOURS PER MONTH, NOT DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-09 |
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