117 Grand Street, 2nd Floor, Goshen, NY, 10924
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →James is the owner of Leo's Tavern, a restaurant, and dedicates minimal time to consulting for the business. This activity is not investment-related.