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114 Business Park Drive, Utica, NY 13502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
| NY | RA | APPROVED | 2021-11-22 |
| TX | RA | APPROVED | 2011-01-06 |
Branch Locations
224 Datura Street Suite 710, West Palm Beach, FL 33401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alan Leist Planning Group Inc | Utica | NY | 12/1979 | 12/2020 |
| Cadaret Grant And Co,Inc. | Syracuse | NY | 05/1985 | 07/2019 |
| Cadaret, Grant & Co., Inc. | Utica | NY | 10/1989 | 07/2019 |
| Cadaret, Grant & Co., Inc. | West Palm Beach | FL | 03/2006 | 07/2019 |
| Strategic Financial Services | Utica | NY | 01/1989 | Present |
INDIUM CORPORATION OF AMERICA, CLINTON, NY, NON-INVESTMENT RELATED, MANUFACTURING OF ELECTRONICS, DIRECTOR, START 2003, 1 HR MONTHLY, 0 HRS DURING TRADING, ANNUAL MEETING; BUSINESS PARK DRIVE LLC, UTICA, NY, REAL ESTATE, OWNER OF RENTAL BUILDING, 1% OF TIME DEVOTED TO ACTIVITY, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-12 |
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