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50 Square Drive Suite 210, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suny Geneseo | Geneseo | NY | 08/2015 | 06/2019 |
| Access Fcu | Clinton | NY | 06/2012 | 06/2019 |
| Cooper/Haims Advisors, Llc | Victor | NY | 10/2021 | Present |
| Cooper/Haims Advisors, Llc | Victor | NY | 10/2019 | 10/2021 |
| Cooper/Haims Advisors, Llc | Victor | NY | 06/2019 | 10/2019 |
St. Peters Kitchen - Located at 681 Brown St, Rochester, NY 14611, Non-Investment Related, Nature: Charitable organization providing free lunches to those that need it. Position: Investment Committee Member, Duties: Analyze financial statements, advise on general financial policies including cash management and investments. Approximately 1 hour per month during trading hours.
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