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Current Employers
Sustainable Advisors Alliance Llc

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-12
  • NY RA
    APPROVED
    Since 2025-02-12

Branch Locations

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

112 Spring Street, Suite 302, Saratoga Springs, NY 12866 • 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
Sustainable Wealth Advisors Saratoga Springs NY 01/2016 Present
Waldorf School Of Saratoga Springs Saratoga Springs NY 01/2016 Present
Home Maker Saratoga Springs NY 01/2010 Present
  • 01/2016 → Present
    Sustainable Wealth Advisors
    Saratoga Springs, NY
  • 01/2016 → Present
    Waldorf School Of Saratoga Springs
    Saratoga Springs, NY
  • 01/2010 → Present
    Home Maker
    Saratoga Springs, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-11
  • S65 Uniform Investment Adviser Law Examination
    2025-02-11

View on SEC IAPD

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