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114 Business Park Drive, Utica, NY 13502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-18 |
Branch Locations
1320 Floyd Avenue, Rome, NY 13440 • United States
114 Business Park Drive, Utica, NY 13502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Services | Utica | NY | 01/2018 | Present |
| Hancock Estabrook, Llp | Syracuse | NY | 03/2016 | 12/2017 |
Town of Westmoreland- Westmoreland, NY - Legal Consulting - Providing Legal Advice, 6-10 non-business hours devoted and 1-5 business hours devoted a month. Non-Investment Related. OBA Started in 2005. 10/1/2023-Present - Danelli Partners, 410 Canal Place Little Falls, NY - Adjunct Lecturer - Guest lecture as an adjunct on various topics such as conflict resolution, time management, stress management, privacy in the workplace, etc. Non-Investment related.
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