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114 Business Park Drive, Utica, NY 13502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
| NY | RA | APPROVED | 2024-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Services, Inc. | Utica | NY | 06/2023 | Present |
| Utica University | Utica | NY | 05/2014 | 05/2023 |
Volunteer - After Innocence, 5230 Boyd Ave., Oakland, CA 94618. Pro bono financial planner for individuals wrongfully convicted of crimes after release. Partnership with the Foundation for Financial Planning. Start date: March 2026. Approximately 1-5 non-business hours per month.
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