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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-26 |
Branch Locations
6320 Fly Road Suite 213, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret Grant & Co., Inc. | Syracuse | NY | 10/2017 | 04/2019 |
| Le Moyne College | Cemoyne | NY | 08/2015 | 05/2018 |
| Capital Strategy Group | Syracuse | NY | 04/2019 | 04/2020 |
| Fiscal Advisors & Marketing Inc. | Syracuse | NY | 04/2020 | 07/2020 |
| Michael Roberts Associates | East Syracuse | NY | 07/2020 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
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