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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| NY | RA | APPROVED | 2022-09-26 |
Branch Locations
30 Century Hill Drive Suite 300, Latham, NY 12110 • United States
Slingerlands, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities Inc. | Albany | NY | 01/2016 | 08/2018 |
| Citizens Bank | Albany | NY | 01/2016 | 08/2018 |
| Wells Fargo Clearing Services Llc | Albany | NY | 07/2018 | 08/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Latham | NY | 08/2022 | Present |
| Tiaa | Latham | NY | 08/2022 | Present |
| Wells Fargo | Albany | NY | 07/2018 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-28 |
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