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510 Haight Avenue Suite 201, Poughkeepsie, NY 12603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-26 |
| NJ | RA | APPROVED | 2026-08-12 |
| CT | RA | APPROVED | 2026-07-30 |
| NY | RA | APPROVED | 2026-07-30 |
Branch Locations
510 Haight Avenue Suite 201, Poughkeepsie, NY 12603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mary Janes | Newburgh | NY | 02/2015 | 02/2024 |
| Burger Box | New Paltz | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-30 |
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