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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
Branch Locations
111 Grant Avenue Suite 208 Suite 208, Endicott, NY 13760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2018 | 01/2026 |
| Movement Mortgage | Vestal | NY | 01/2017 | 07/2018 |
| Citizens Savings Bank | Binghamton | NY | 05/2016 | 12/2016 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Latham | NY | 01/2026 | Present |
1. COMMITTEE BOARD MEMBER FOR EMPOWERED AGING COMMITTEE (BROOME COUNTY GOVERNMENT), 2-3/HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-16 |
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