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63 Putnam Street Suite 202, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-13 |
Branch Locations
63 Putnam Street Suite 202, Saratoga Springs, NY 12866 • United States
63 Putnam Street, Saratoga Springs, NY 12866 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dlg Wealth Management Llc | Valatie | NY | 08/2013 | 01/2018 |
| Dinosaur Financial Group Llc | New York | NY | 01/2018 | 01/2024 |
| Dcm Advisors Llc | New York | NY | 01/2018 | 12/2021 |
| Wpm Wealth Advisors Llc | Saratoga Springs | NY | 10/2021 | Present |
| Dinosaur Financial Group | New York | NY | 02/2022 | 01/2024 |
Name of Business: Residential Rental Unit Investment-Related: No Address: 3006 Main Street, Valatie, NY 12184 Nature of Business: Apartment Rental Start Date: 10/2021 Hours/Month Devoted: 4 hrs/ month Hours Devoted during Business Hours: 0 Describe Duties: Collect rent, pay bills, maintain property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-18 |
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