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205 W. Court St., Rome, NY 13440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Times Financial | Fairport | NY | 06/2023 | 04/2024 |
| Best Times Financial | Rochester | NY | 01/2023 | 04/2023 |
| Frog'S Bar | Oneida | NY | 08/2022 | 01/2023 |
| Birch Wealth Management | Rome | NY | 06/2022 | 08/2022 |
| Liquid Sports Lab | Rochester | NY | 12/2021 | 06/2022 |
| Costello Eye Physicians And Surgeons | Oneida | NY | 06/2021 | 12/2021 |
| Full-Time Student | Oneida | NY | 08/2019 | 06/2021 |
| Subway | Oneida | NY | 10/2017 | 08/2019 |
| Birch Wealth Management | Rome | NY | 06/2024 | Present |
| Full-Time Student | Oneida | NY | 06/2014 | 10/2017 |
NOTARY PUBLIC. NOT INVESTMENT-RELATED. START DATE-1/14/24. 0 HOURS SPENT ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
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