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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
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 |
|---|---|---|---|---|
| Nbt Bank | Canajoharie | NY | 02/2003 | 03/2018 |
| Hugh Johnson Advisors | Albany | NY | 03/2018 | 07/2019 |
| Graypoint Llc | Albany | NY | 07/2019 | 09/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
1) Proctors; Non Investment Related; 432 state street, Schenectady NY. 12305; Non-profit organization providing access to the performing arts; Board member; Attend board meetings, collaborate on initiatives of the group; 1/30/2025; 2 hrs/month during securities trading hours; 2 hours/month outside trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-13 |
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