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126 N Salina St. Suite 330, Syracuse, NY 13202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-15 |
Branch Locations
126 N Salina St. Suite 330, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2022 | 03/2023 |
| Stewarts | Oswego | NY | 07/2022 | 11/2022 |
| Novelis | Oswego | NY | 05/2021 | 08/2021 |
| Walmart | Fulton | NY | 05/2020 | 04/2021 |
| Buffalo State College | Buffalo | NY | 08/2019 | 02/2020 |
| Herkimer County Community College | Herkimer | NY | 09/2018 | 02/2019 |
| Unemployed | Oswego | NY | 08/2021 | 07/2022 |
| Unemployed | Oswego | NY | 02/2020 | 05/2020 |
| Oswego High School | Oswego | NY | 11/2014 | 09/2018 |
| Unemployed | Oswego | NY | 02/2019 | 08/2019 |
| Rialto Wealth Management | Syracuse | NY | 03/2026 | Present |
| Rock Bridge Investment Management | Syracuse | NY | 02/2025 | 03/2026 |
| Atria Wealth Solutions | Syracuse | NY | 03/2023 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-05 |
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