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Current Employers
Nottingham Wealth Partners, Inc.

333 Butternut Dr., Syracuse, NY 13214 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-25
  • FL RA
    APPROVED
    Since 2023-01-25

Branch Locations

333 Butternut Dr., Syracuse, NY 13214 • United States

Venice, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corporation Dewitt NY 01/2011 02/2018
Lpl Financial Llc Bradenton FL 02/2018 Present
Onegroup Wealth Partners, Inc. Bradenton FL 02/2020 Present
Community Bank, Na Trust Division Syracuse NY 04/2009 Present
  • 01/2011 → 02/2018
    Invest Financial Corporation
    Dewitt, NY
  • 02/2018 → Present
    Lpl Financial Llc
    Bradenton, FL
  • 02/2020 → Present
    Onegroup Wealth Partners, Inc.
    Bradenton, FL
  • 04/2009 → Present
    Community Bank, Na Trust Division
    Syracuse, NY
Previous Registrations
  • 2011-01-24 → 2018-02-20
    Invest Financial Corporation
    Appleton, WI
    Syracuse, NY
    Amherst, NY
    Appleton, WI
  • 2007-12-17 → 2008-10-20
    Owego, NY
    Malone, NY
    Utica, NY
    Whitesboro, NY
    Utica, NY
    New Hartford, NY
    Rome, NY
    Barneveld, NY
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Dewitt, NY
    Cicero, NY
    Manlius, NY
    Syracuse, NY
    Tully, NY
    Syracuse, NY
    Liverpool, NY
    Fulton, NY
    Oswego, NY
    Syracuse, NY
    Liverpool, NY
    Baldwinsville, NY
    Syracuse, NY
    Syracuse, NY
    Auburn, NY
    Port Byron, NY
    Binghamton, NY
    Endicott, NY
    Johnson City, NY
    Cortland, NY
    Windsor, NY
    Binghamton, NY
    Vestal, NY
    Conklin, NY
    Johnson City, NY
    Binghamton, NY
    Watertown, NY
    Adams, NY
    Alexandria Bay, NY
    Carthage, NY
    Evans Mills, NY
    Massena, NY
    Postdam, NY
    Saranac Lake, NY
    Watertown, NY
    Lowville, NY
    Ithaca, NY
    Elmira, NY
    Ithaca, NY
    Waverly, NY
    Ithaca, NY
    Elmira Heights, NY
    Horseheads, NY
    Watkins Glen, NY
    Lima, NY
    Holley, NY
Other Businesses

1. 01/11/2018-Community Investment Services Inc.-Investment Related-At Reported Business Location[s]-DBA for LPL Business (entity for LPL business) Start Date 4/30/2009-160 Hours Per Month. 2. 02/15/2018 -Community Investment Services Inc.-Investment Related-At Reported Business Location[s]-Non-Variable Insurance - 0 Hrs/Mth - 0 Hrs During Trading. 3. 04/04/2025 - Nottingham Investment Services, Inc. - Investment Related - DBA for LPL Business (entity for LPL business) - None - Start date: 3/31/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 4. 05/08/2025 - OneGroup Wealth Partners - Registered Investment Advisor Hybrid - Inv Related - At Reported Business Location(s) - Start date: 10/12/2022 - 10 Hrs/Mth - 0 Hrs During Trading. I provide investment advisory services through OneGroup Wealth partners, Inc., an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 08/20/2025 - Nottingham Wealth Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:06/02/2025 - 10 Hrs/Mth - 1 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-14
S63 Uniform Securities Agent State Law Examination 1987-08-21
  • S66 Uniform Combined State Law Examination
    2007-12-14
  • S63 Uniform Securities Agent State Law Examination
    1987-08-21
Designations

View on SEC IAPD

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