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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-01 |
Branch Locations
4 Tower Place Suite 1001, Albany, NY 12203 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bender Lane Advisory | Albany | NY | 05/2009 | 07/2019 |
| Graypoint Llc (Fka Jnb Advisors) | Albany | NY | 07/2019 | 09/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
1) Peggy and Scott Sampson Trust; 4 Tower Place, Suite 1001, Albany, NY 12203; Investment Related; Trust; Co-Trustee; Co-Trustee; 1/2/2024; 5 hrs/month during securities trading hours 2) CHM LP; 101 Deanna Court, Niskayuna, NY 12309; Investment Related; Family Limited Partnership (parent and sibling) - Investments and Real Estate; Limited Partner; Administrative only,; 12/9/2004; 0 hrs/month during securities trading hours; 2 hrs/month outside securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-22 |
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