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Saratoga Springs, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Fairfield | CT | 02/2014 | 12/2016 |
| Pet Partners Llc | Wilton | NY | 04/2012 | 07/2018 |
| Continuum Wealth Advisors, Llc | Saratoga Springs | NY | 10/2018 | 01/2021 |
| Even Keel Advisors, Llc | Saratoga Springs | NY | 02/2021 | Present |
| Encore Vet Group | Saratoga Springs | NY | 09/2021 | Present |
Charles Jerome Mopsik currently serves on: The Palamountain Scholarship Benefit Executive Planning Committee Saratoga Springs Temple Sinai Board of Trustees Charles Jerome Mopsik is the owner of Nimble Nano Inc., a manufacturer and seller of a line of magnetic aquarium glass cleaners. He devotes less than 10% of his time during trading hours to these activities. Charles Jerome Mopsik is also a Senior Partnership Specialist for Encore Vet Group, based in Saratoga Springs, New York. He devotes approximately 40 hours per week during trading hours to this position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-27 |
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