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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-25 |
Branch Locations
173 Main St., Salem, NY 12865 • United States
292 Washington Avenue Ext. Suite 105, Albany, NY 12203 • United States
28 Corporate Drive Suite 100, Clifton Park, NY 12065 • United States
55 West Street Suite 201, Walpole, MA 02081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University At Albany | Albany | NY | 08/2012 | 12/2016 |
| Unemployed | Fayetteville | NY | 01/2017 | 05/2017 |
| New York Life Insurance Co. | Dewitt | NY | 06/2017 | 05/2019 |
| Nylife Securities Llc | Dewitt | NY | 06/2017 | 05/2019 |
| J.P. Morgan Securities Llc | Middletown | NY | 06/2019 | 09/2020 |
| Jpmorgan Chase Bank N.A. | Middletown | NY | 06/2019 | 09/2020 |
| Securities America, Inc. | Clifton Park | NY | 10/2020 | 12/2022 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2022 | Present |
| Flex Financial Planning | Salem | NY | 10/2020 | Present |
| The Patriot Financial Group, Llc | Salem | NY | 04/2023 | Present |
| Harold Heintz, Llc | Salem | NY | 02/2025 | 02/2025 |
1) FLEX FINANCIAL PLANNING; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENTS/WEALTH MANAGEMENT; FINANCIAL PROFESSIONAL; SINCE 10/2020; 200 HRS/MO 2) THE PATRIOT FINANCIAL GROUP, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SEC REGISTERED INVESTMENT ADVISER, INVESTMENT ADVISER REPRESENTATIVE, ADVISORY BUSINESS, 10H/WEEK, 5H/WEEK DURING TRADING HOURS, SINCE 10/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-26 |
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