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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-17 |
Branch Locations
8 Southwoods Blvd Suite 207, Albany, NY 12211 • 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 |
|---|---|---|---|---|
| Goldman, Sachs & Co | Clifton Park | NY | 08/2005 | 05/2022 |
| Stonehaven, Llc | New York | NY | 06/2022 | 01/2026 |
| Ubs Financial Services Inc | Albany | NY | 03/2026 | Present |
Greenfield Fire District - Not Investment Related - Part Time Deputy Treasurer - Responsible for payment of bills and payroll for any district staff. No oversight of investments or trading authority on accounts. All bills are approved by Board of Fire Commissioners. 40 hours or less per month. Not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-22 |
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