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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-23 |
Branch Locations
4000 Macarthur Blvd, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Altoona | WI | 10/2017 | 12/2018 |
| Bernicke Wealth Management, Ltd. | Altoona | WI | 06/2017 | 12/2018 |
| University Of Wisconsin - Eau Claire | Eau Claire | WI | 09/2015 | 06/2017 |
| Triad Advisors, Inc. | Altoona | WI | 07/2017 | 10/2017 |
| Triad Advisors, Llc | Altoona | WI | 01/2019 | 06/2020 |
| Bernicke Wealth Management,Ltd. | Altoona | WI | 01/2019 | 06/2021 |
| Lpl Financial Llc | Altoona | WI | 06/2020 | 06/2021 |
| Great Valley Advisor Group, Inc. | Altoona | WI | 06/2020 | 06/2021 |
| Homemaker | Eau Claire | WI | 06/2021 | 06/2022 |
| Goldman Sachs | Newport Beach | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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