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384 North Grand Street, Cobleskill, NY 12043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-07 |
| FL | RA | APPROVED | 2018-10-24 |
Branch Locations
384 North Grand Street, Cobleskill, NY 12043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkshire Bank | Albany | NY | 03/2005 | 01/2017 |
| Fenimore Asset Management, Inc | Cobleskill | NY | 01/2017 | 09/2019 |
| Fenimore Asset Management, Inc | Cobleskill | NY | 09/2019 | Present |
Schenectady Community Foundation 251 State St. Schenectady, NY 12305, business is not investment related. Nature of business is non-profit community philanthropy. Position: Treasurer and member of Distribution Committee. Start Date: 4/17/2025, Devote <1 hour per week during trading hours. Duties include presentation of financial reports to Board of Trustees and assistance in decision making of grant requests. Schenectady Community Home Inc., 22 Glenview Drive, PO Box 2122, Scotia, NY 12302, business is not investment related. Nature of the business is Non-Profit Hospice Care Home. Position: Board Member. Start Date: September 2013. Devote approximately 2 hours per month, 0 hours per month during securities trading hours. Duties: Board Member; collaboratively working with other board members to execute the Schenectady Community Home's mission in the community. Estate Planning Council of Eastern New York, Inc., PO Box 11136, Loudonville, NY 12211-0136, business is not investment related, though the Council hosts guest speakers that speak on a variety of financial related topics to its members on a quarterly basis. Nature of the business is Non-Profit, professional membership board that provides educational programs to members. Position: President. Start date: 2012. Devote approximately 3 hours per month, 0 hours per month during securities trading hours. Duties: Collaborate with other board members to plan programs to members of the Council, maintain budget of the Council and execute the Council's mission in the community.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2006-11-02 |
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