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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| GA | RA | APPROVED | 2006-07-11 |
Branch Locations
3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Atlanta | GA | 03/2006 | 01/2021 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | Present |
(1) Member on the Investment Committee and Board of Trustees at High Meadows School, an educational institution. Organization operates out of Roswell, GA. Organization is not primarily engaged in investment-related activity. Start Date: March 2, 2023. Five hours per month. Duties include serving on the Board of Trustees and Investment Committee of the institution. (2) Executive Committee Member of High Meadows School, Inc., an education institution. Organization operates out of Roswell, Georgia. Organization is not primarily engaged in investment-related activity. Start Date: August 01, 2023. Six hours per week. Duties include investment oversight of the institution.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-03 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-03 |
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