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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| IL | RA | APPROVED | 2006-06-21 |
Branch Locations
540 Lake Cook Road Suite 600, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Lake Forest | IL | 01/2006 | 01/2021 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | Present |
Part-time Instructor at Northwestern University, a non-profit educational institution. Organization operates out of Evanston, IL. Organization is not primarily engaged in investment-related activity. Start Date: January 08, 2026. Four hours per week. Duties include teaching topics related to the Certified Financial Planner Certification.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-19 |
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