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237 Main Street Suite 600, Buffalo, NY 14203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
237 Main Street Suite 600, Buffalo, NY 14203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bended Knee, Llc | Vero Beach | FL | 08/2012 | Present |
| Northern Trust Bank | Vero Beach | FL | 08/2014 | 02/2017 |
| Northern Trust Securities Inc. | Vero Beach | FL | 09/2014 | 02/2017 |
| Hawthorn Family Office / Pnc | Vero Beach | FL | 02/2017 | 11/2018 |
| Morgan Stanley Smith Barney Llc | Vero Beach | FL | 07/2019 | 08/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 08/2024 |
| Divergent Capital Asset Management Llc | Doral | FL | 08/2024 | 09/2024 |
| Hudson Advisor Services, Inc. | Buffalo | NY | 09/2024 | Present |
| Hudson Capital Advisory, Inc. | Buffalo | NY | 01/2026 | Present |
1. *409414 - VNA/Hospice Foundation; Investment related - No; Vero Beach, Florida; Non-Profit; Board Member, Investment Committee, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 2; After business hours: 3; Marketing 2. *423823 - VNA Hospice of the Treasure Coast; Investment related No; Vero Beach, Florida; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 6; Business Development/Growth, Marketing 3. Bended Knee Joint Technologies, LLC - Distributor of medical devices - not investment related - 920 Bowline Drive, Vero Beach, FL 32963 - Managing Member - 0 hours spent, it is a non operating entity only maintained for liability purposes for 15 years since my exit of the business in 2014 - I served a direct distributor to doctors who performed Knee and Hip replacements, requiring presence during the surgeries in the operating room during time of procedure. 4. Hudson Advisor Services, Inc.; Investment Related; Buffalo, NY; Registered Investment Adviser; Investment Adviser Representative; 09/2024; 20 hours month; 10 hours during trading; Investment management services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2003-09-29 |
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