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5 Southside Drive Suite 204, Clifton Park, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-12 |
Branch Locations
5 Southside Drive Suite 204, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sportime Summer Camp | Schenectady | NY | 06/2015 | 08/2018 |
| Ayco | Latham | NY | 06/2019 | 08/2019 |
| Guilderland High School | Guilderland Center | NY | 09/2012 | 06/2016 |
| Northwestern Mutual Investment Services Llc | Albany | NY | 08/2020 | 05/2023 |
| Braelin Thornton | Albany | NY | 08/2020 | 05/2023 |
| Raymond James Financial Services, Inc. | Latham | NY | 07/2023 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Latham | NY | 07/2023 | 10/2025 |
| The Kelton Financial Group | Latham | NY | 07/2023 | 10/2025 |
| Lpl Financial | Clifton Park | NY | 10/2025 | Present |
| Holistic Wealth Advisors | Clifton Park | NY | 10/2025 | Present |
| Unemployed | Albany | NY | 05/2023 | 07/2023 |
| Unemployed | Albany | NY | 05/2020 | 08/2020 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2020 |
1. 10/13/2025 - Holistic Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - CLIFTON PARK, NY 12065 - OBA Start Date: 10/13/2025 - 40 Hour(s)/Month - 32 Hour(s) During Trading 2) 10/15/2025 - Holistic Wealth Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:10/13/2025 - 40 Hrs/Mth - 32 Hrs During Trading.I provide administrative support to Holistic Wealth Advisors, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 40 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. 3) 10/15/2025 - Holistic Wealth Advisors - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:10/13/2025 - 40 Hrs/Mth - 32 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-25 |
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