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139 Meyer Road, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2024-04-01 |
Branch Locations
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
139 Meyer Road, Halfmoon, NY 12065 • United States
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-07 |
| TX | RA | APPROVED | 2024-03-07 |
Branch Locations
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Advisors Group, Llc | Halfmoon | NY | 01/2024 | Present |
| Young Life | Colorado Springs | CO | 07/2023 | Present |
| Arete Wealth Advisors Llc | Chicago | IL | 09/2023 | 01/2024 |
| Rise Nutrition Llc | Walpole | MA | 09/2022 | 06/2023 |
| Young Life | Colorado Springs | CO | 09/2015 | 08/2022 |
| Simmons Capital Group | Half Moon | NY | 01/2024 | Present |
(1) NAME OF OBA: BISHOP HOUSE CONSULTING; ADDRESS: CLIFTON PARK, NY 12065; NATURE: LEADERSHIP DEVELOPMENT AND COACHING; INVESTMENT RELATED: NO; TITLE: LEADERSHIP COACH; DUTIES: PROVIDE OCCASIONAL SUPPORT FOR TRAINING, FACILITATION, AND COACHING; START DATE: 02/01/2024; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2) NAME OF OBA: RISE NUTRITION LLC; ADDRESS: WALPOLE, MA 02081; NATURE: SAAS COMPANY, TECHNOLOGY; TITLE: BUSINESS ADVISOR; DUTIES: PROVIDE OCCASIONAL ADVICE ON STRATEGY AND BUSINESS DECISIONS; START DATE: 06/01/2021; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-29 |
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