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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
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 |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 07/2012 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton | NY | 09/2017 | 02/2020 |
| Bank Of America, N.A. | Clifton Park | NY | 11/2017 | 02/2020 |
| Graypoint Llc (Fka Jnb Advisors) | Albany | NY | 02/2020 | 09/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-09 |
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