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139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-14 |
Branch Locations
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
139 Meyer Road, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-25 |
| TX | RA | APPROVED | 2024-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Albany | NY | 02/2024 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Albany | NY | 02/2024 | 03/2024 |
| Adt | Ballston Lake | NY | 02/2023 | 01/2024 |
| Northern Frontier Camp | Indian Lake | NY | 06/2019 | 08/2021 |
| Millennium Games | Rochester | NY | 09/2020 | 05/2021 |
| Current Assets | Clifton Park | NY | 11/2020 | 02/2021 |
| Subway | Clifton Park | NY | 05/2014 | 12/2018 |
| Aifg Consultants Ltd | Clifton Park | NY | 11/2007 | 02/2023 |
| Knight Light Enterprises Inc | Rochester | NY | 09/2020 | 09/2021 |
| Roberts Wesleyan University | Rochester | NY | 09/2017 | 05/2019 |
| Roberts Wesleyan University | Rochester | NY | 08/2017 | 05/2021 |
| Grace Chapel Of Clifton Park | Clifton Park | NY | 05/2023 | 08/2023 |
| Etico Partners, Llc | Clifton Park | NY | 04/2024 | Present |
| Aifg Consultants Ltd (Simmons Capital Group) | Half Moon | NY | 03/2024 | Present |
| Steward Advisors Group, Llc | Half Moon | NY | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-18 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-17 |
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