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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-22 |
Branch Locations
321 Broadway, Saratoga Springs, NY 12866 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 03/2011 | 01/2021 |
| Ayco/Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 07/2025 |
| Cerity Partners, Llc | New York | NY | 07/2025 | Present |
| Cp Client Solutions Llc | Saratoga Springs | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-12 |
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