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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-03 |
Branch Locations
225 Wilkinson St Suite 107, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald's | Cazenovia | NY | 06/2023 | 08/2023 |
| Bank Of Utica | Utica | NY | 03/2024 | 06/2024 |
| Excelsior Wealth Partners | Syracuse | NY | 06/2024 | Present |
| Unemployed | Oneida | NY | 07/2014 | 07/2019 |
| Utica University | Utica | NY | 08/2019 | 12/2023 |
| Osaic Wealth, Inc. | Syracuse | NY | 07/2024 | Present |
EXCELSIOR WEALTH PARTNERS POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 225 Wilkinson St, Syracuse NY 13204, United States DESCRIPTION: Research Reports Administrative tasks
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-30 |
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