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117 Grand Street, 2Nd Floor, Goshen, NY 10924 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-16 |
Branch Locations
117 Grand Street, 2Nd Floor, Goshen, NY 10924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2013 | 04/2017 |
| Wells Fargo Clearing Services Llc | Danbury | CT | 04/2017 | 05/2018 |
| Benjamin F. Edwards & Co. | Danbury | CT | 07/2018 | 11/2021 |
| Kbk Wealth Management Llc | New York | NY | 11/2021 | 02/2026 |
| Orange Investment Advisors, Inc. | Goshen | NY | 06/2026 | Present |
| Unemployed | Fishkill | NY | 02/2026 | 06/2026 |
Owner of SvetConsulting, LLC; a private entity established to provide notary services, Located in White Plains, NY 10603, as of 02/2021; 5 hours per month; 0 hours during securities trading hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-02 |
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