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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-11-29 |
Branch Locations
101 Constitution Avenue, N.W. Suite 1000 East, Washington, DC 20001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mclean Securities, Llc | Mclean | VA | 06/2010 | 06/2021 |
| The Mclean Group | Mclean | VA | 06/2010 | 06/2021 |
| Goldman Sachs | Washington, D.C. | DC | 06/2021 | Present |
(1) Board Member at Avantalytics Corporation, a software and consultancy firm. Organization's primary address is in Arlington, VA. Organization is not primarily engaged in investment-related activity. Start Date is July 9th, 2021. Four hours per month. Duties include voting and providing input on the strategic direction of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-17 |
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