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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-01
  • NY RA
    APPROVED
    Since 2021-07-01

Branch Locations

990 State Route 67, Ballston Spa, NY 12020 • United States

13 Maple Road, Voorheesville, NY 12186 • United States

625 Maple Avenue, Saratoga Springs, NY 12866 • United States

770 Saratoga Road, Burnt Hills, NY 12027 • United States

124 Dunning St, Ballston Spa, NY 12020 • United States

1714 Route 9, Clifton Park, NY 12065 • United States

428 Hudson Ave, Mechanicville, NY 12170 • United States

1207 Troy Schenectady Rd, Latham, NY 12110 • United States

3060 Rt 9N, Greenfield Center, NY 12833 • United States

87 Front Street, Ballston Spa, NY 12020 • United States

1973 Western Avenue, Albany, NY 12203 • United States

344 Rowland Street, Ballston Spa, NY 12020 • United States

5091 Sacandaga Road, Galway, NY 12074 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ballston Spa National Bank Saratoga Springs NY 02/2009 Present
Infinex Investments, Inc. Ballston Spa NY 07/2016 Present
  • 02/2009 → Present
    Ballston Spa National Bank
    Saratoga Springs, NY
  • 07/2016 → Present
    Infinex Investments, Inc.
    Ballston Spa, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-23
  • S66 Uniform Combined State Law Examination
    2001-03-23
Designations

View on SEC IAPD

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