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944 Dryden Road, Ithaca, NY 14850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-03 |
| NY | RA | APPROVED | 2022-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Horizon Financial Strategies, Llc | Ithaca | NY | 10/2016 | Present |
| Bloomberg L.P. | Skillman | NJ | 05/2013 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-21 |
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