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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-30 |
Branch Locations
555 French Road Suite 102, New Hartford, NY 13413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savicki Capital, Lcl | New Hartford | NY | 08/2017 | Present |
| Americu Credit Union | Rome | NY | 01/2010 | 07/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | Present |
| Ford, English Financial Group, Llc | Uttica | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-17 |
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