Curtis Michael Pearsall

Current Employers

Strategic Financial Services

114 Business Park Drive, Utica, NY 13502 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-06-13

NY RA
APPROVED

Since 2022-06-13

Branch Locations

114 Business Park Drive, Utica, NY 13502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Upstate Cerebral Palsy Inc.	Utica	NY	10/2008	10/2021
Collaborative Business Solutions Llc	Whitesboro	NY	10/2021	04/2022
Strategic Financial Services, Inc.	Utica	NY	04/2022	Present

10/2008 → 10/2021

Upstate Cerebral Palsy Inc.

Utica, NY
10/2021 → 04/2022

Collaborative Business Solutions Llc

Whitesboro, NY
04/2022 → Present

Strategic Financial Services, Inc.

Utica, NY

Other Businesses

Care Management Organization -268 Genesee St. Suite 202, Utica, NY 13502 Role: Connect Ed Treasurer and Member of Finance Committee. 0 Business Hours Devoted. Start Date 1/1/2024

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-13

S65 Uniform Investment Adviser Law Examination

2022-06-13

View on SEC IAPD

Current Employers

Strategic Financial Services

Disclosures

Employment History

Other Businesses

Exams

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