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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-31 |
| NY | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 09/2003 | 01/2021 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | Present |
Member of the Investment Committee and Endowment Committee at Congregation Gates of Heaven, a synagogue. Organization is located in Schenectady, NY. Organization is not primarily engaged in investment-related activity. Start date was July 14, 2022. Two hours per month. Duties include having oversight over the entity's investments.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2000-01-13 |
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