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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED_RES | 2026-01-16 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
55 Barn Road Suite 206, Lake Placid, NY 12946 • 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 |
|---|---|---|---|---|
| Olden Lane Securities, Llc | Princeton | NJ | 02/2018 | 09/2020 |
| Consultant Relations Group, Llc | Lake Placid | NY | 10/2015 | 12/2021 |
| Edward Jones | Lake Placid | NY | 01/2022 | 04/2025 |
| Long Run Wealth Advisors, Llc | Lake Placid | NY | 05/2025 | 01/2026 |
| Long Run Wealth Advisors, Llc | Lake Placid | NY | 05/2025 | 01/2026 |
| Mercer Global Advisors Inc. | Lake Placid | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-17 |
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