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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-02 |
| NY | RA | APPROVED | 2022-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | New Hartford | NY | 06/2019 | 09/2022 |
| Master Planners & Associates | New Hartford | NY | 04/2018 | 05/2020 |
| Colorado College | Colorado Springs | CO | 01/2017 | 04/2018 |
| Owera Vineyard | Cazenovia | NY | 06/2017 | 07/2017 |
| Colorado College | Colorado Springs | CO | 01/2016 | 06/2017 |
| Boriello Brothers Pizza | Colorado Springs | CO | 03/2017 | 05/2017 |
| Unemployed (Playing Hockey) | Middleton | MA | 01/2015 | 02/2017 |
| East Coast Hockey League | Fort Wayne | IN | 03/2019 | 10/2019 |
| East Coast Hockey League | Norfolk | VA | 03/2019 | 10/2019 |
| Southern Professional Hockey Team | Huntsville | AL | 11/2019 | 03/2020 |
| Southern Professional Hockey League | Quad City | IL | 11/2019 | 03/2020 |
| East Coast Hockey League | Tulsa | OK | 11/2020 | 06/2021 |
| Cs Planning Corp. | New Hartford | NY | 09/2022 | Present |
| Mutual Securities, Inc. | New Hartford | NY | 09/2022 | Present |
1) Lines of Insurance: Fixed Annuities, Life/Health and LTC, not invest-related, through various companies in NY, including Advisors Insurance Brokers, starting 5/5/20, 80 hours per month. 2) Arbonne International, 4736 Eaton Brook Rd, Eaton, NY, Consultant since 5/11/20, 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-04 |
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