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333 Butternut Dr., Syracuse, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-25 |
Branch Locations
333 Butternut Dr., Syracuse, NY 13214 • United States
Venice, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-21 |
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