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159 Wolf Road Suite 101, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2015 | 04/2024 |
| Greenbush Financial Group | East Greenbush | NY | 01/2015 | Present |
| Crump | Parsippany | NJ | 05/2015 | Present |
Fixed Insurance Sales, CRUMP, General Agent May, 2015 to Present, 2% of time during Market Hours 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 Advisors Insurance Brokers - insurance sales, not investment related, start date = Feb 2021, 0 % ownership, 8 hours devoted per month, 8 hours devoted per month during market hours. Greenbush Youth Soccer Club, non-investment related, Greenbush, NY, 2021 to present, Treasurer, 8 hours per month - 1 hour per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-25 |
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