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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-08 |
| NY | RA | APPROVED | 2021-04-16 |
| MA | RA | APPROVED | 2019-11-27 |
Branch Locations
Loudonville, NY • United States
50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Loudonville | NY | 03/2008 | Present |
| Guardian Life Insurance Company | Loudonville | NY | 02/2010 | Present |
1. Planning Alliance Consulting (ValMax Consulting, LLC), Fee based consulting for business and estates, Start: 11/10/2016, Address: 340 Osborne Road, Loudonville, NY 12211, 15 total business hours per month / 15 during securities trading hours, More than 10% annual compensation, Not investment related, 2. Estate Planning Council of Eastern New York-Director, Start: 9/1/2024, Address: P.O. Box 11136 Loudonville, NY 12211-0136, 6 total hours per month; 2 during securities trading hours, Not investment related, No Annual Compensation, 3. Fort Orange Garden Club- Assistant Treasurer, Start: 7/1/2024, Address: 340 Osborne Road Loudonville, NY 12211, 8 total hours per month; 2 during securities trading hours, Not investment related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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