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159 Wolf Road Suite 101, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-18 |
| TX | RA | APPROVED_RES | 2014-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenbush Financial Group, Llc | East Greenbush | NY | 09/2007 | Present |
| American Portfolios Financial Services, Inc. | East Greenbush | NY | 03/2010 | 04/2024 |
| Crump | Parsippany | NJ | 03/2010 | Present |
1.) CRUMP INSURANCE. GENERAL AGENT. SECURITIES RELATED. START DATE 3/2010. AGENT. 2 HOURS DEVOTED PER MONTH, 2 HOURS DURING MARKET HOURS. 2.) Advocate Health - Medical Broker - Investment Related? NO - Start date: 1/2020 - Broker, 0% Ownership - 8 Hours Devoted per Month - 8 Hours Devoted per Month During Market Hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-02 |
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