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117 Grand Street, 2Nd Floor, Goshen, NY 10924 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-03 |
Branch Locations
117 Grand Street, 2Nd Floor, Goshen, NY 10924 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright Investors' Service Distributors, Inc. | Shelton | CT | 05/2016 | 02/2018 |
| Moody Bank | Galvenston | TX | 02/2018 | 01/2020 |
| Raymond James Financial Services, Inc. | Sparta | NJ | 05/2021 | 01/2022 |
| Unemployment | Fishkill | NY | 01/2020 | 06/2020 |
| Lakeland Bank | Sparta | NJ | 02/2021 | 02/2022 |
| Wright Investors' Service, Inc. | Shelton | CT | 02/2022 | 04/2023 |
| Wright Investors' Service Distributors, Inc. | Shelton | CT | 02/2022 | 04/2023 |
| Osaic Institutions, Inc. | Montgomery | NY | 06/2023 | 12/2023 |
| Rhinebeck Bank | Montgomery | NY | 06/2023 | 12/2023 |
| Mass Mutual Life Insurance Company | New York | NY | 06/2024 | 01/2026 |
| Mml Investors Services Llc | New York | NY | 07/2024 | 01/2026 |
| Raymond James Financial Services Advisors, Inc | Sparta | NJ | 05/2021 | 01/2022 |
| Orange Investment Advisors, Inc. | Goshen | NY | 01/2026 | Present |
| Hv Renegades | Wappinger Falls | NY | 06/2020 | 08/2021 |
| Passupsic Financial Advisors | St. Johnsbury | NY | 09/2024 | 01/2026 |
| Unemployed | Fishkill | NY | 12/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-21 |
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