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Priscilla Anne Baker Jones

Occam Capital Management, LLC

Pittsford, NY

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Current Employers
Occam Capital Management, Llc

1 Lockwood Drive Suite 200, Pittsford, NY 14534-1742 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-12
  • NY RA
    APPROVED
    Since 2021-07-12

Branch Locations

1303 Marsh Road Suite 4, Pittsford, NY 14534 • 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
Occam Capital Management, Llc Pittsford NY 07/1998 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-02-28
  • S63 Uniform Securities Agent State Law Examination
    1984-02-28
Designations
Other Names
  • Priscilla Baker Jones

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
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