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725 Glen Cove Ave, Glen Head, NY 11545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
Branch Locations
4 Executive Park Drive, Clifton Park, NY 12065 • United States
725 Glen Cove Ave, Glen Head, NY 11545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Latham | NY | 08/2016 | 06/2017 |
| Halliday Financial, Llc | Clifton Park | NY | 06/2017 | Present |
Beginning April 2018, P&C Insurance Sales Solicitor for Moore Insurance Agency, located at 1471 Route 9, Suite 214, Clifton Park, NY 12065. Will devote approximately 2 hours per week, all of which will occur during securities trading hours, to this business activity. Not investment related. Beginning March 2019, laborer for Starkscapes Landscaping, located at 218 Placid Drive, Schenectady, NY 12303. Will devote approximately 4 hours per week to this activity, none of which will occur during securities trading hours. Not investment related Starting in August 2025, I have joined the fundraising committee of the Wonderland Nursery School located at 1915 Heldeberg Ave, Schenectady NY 12306. While this is not an investment related activity, I may solicit donations and sponsorship opportunities through work-related contacts and may handle money at certain fundraising events. I will devote about 2 hours per month to this activity, none of which will occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-08 |
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