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139 Meyer Road, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-27 |
| NY | RA | APPROVED | 2024-12-11 |
Branch Locations
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-06 |
| TX | RA | APPROVED | 2023-09-06 |
Branch Locations
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simmons Capital Group | Halfmoon | NY | 09/2022 | Present |
| Steward Advisors Group, Llc | Halfmoon | NY | 09/2022 | Present |
| The Windmill Country Market | Mt. Pleasant | 09/2021 | 08/2022 | |
| Mcmaster University | Hamilton | 09/2017 | 08/2021 | |
| Mcmaster University | Hamilton | 05/2020 | 08/2020 | |
| Muskoka Woods | Rousseau | 07/2019 | 08/2019 | |
| Homeschool | Antalya | 08/2013 | 08/2017 |
Steward Advisors Group - independent RIA where I have associate advisory responsibilities; approximately 20 hours/week beginning in 09/2022 where I meet with existing and prospective clients and additionally have some operational responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-03 |
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