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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 |
|---|---|---|---|---|
| Ayco/Goldman Sachs | Saratoga Springs | NY | 09/1997 | 11/2022 |
| Graypoint Llc | Albany | NY | 11/2022 | 09/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
| Cp Client Solutions Llc | Albany | NY | 11/2025 | Present |
1) Harry and Norma Longwell Living Trust; Non Investment Related; 5223 Park Lane Dallas, TX 75220; Trust; Independent Co-Trustee; Trust Management; 1/1/2024; 2 hrs/month during securities trading hours; 2) The Joseph J' Plumeri Revocable Trust; Non Investment Related; 150 Bradley Place #1102 Palm Beach, FL 33480; Trust; Independent co-trustee, investment committee and distribution committee member; Trust Management; 7/16/2025; 3 hrs/month during securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
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