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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
55 Barn Road Suite 206, Lake Placid, NY 12946 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Saratoga Springs | NY | 08/2014 | 04/2019 |
| Raymond James Financial Services, Inc. | Lake Placid | NY | 04/2019 | 01/2021 |
| Raymond James Financial Services Advisors, Inc. | Lake Placid | NY | 04/2019 | 01/2021 |
| Long Run Wealth Advisors, Llc | Lake Placid | NY | 01/2021 | 01/2026 |
| Long Run Wealth Advisors, Llc | Lake Placid | NY | 04/2019 | 01/2026 |
| Mercer Global Advisors Inc. | Lake Placid | NY | 01/2026 | Present |
1. Adirondack Field; Not investment-related; 2522 Main Street, Lake Placid, NY 12946; Sale of small batch apparel made in the USA; Co-Owner; 04/01/2020; 5 hrs. per month; 0 hrs. during trading hours; Help with ordering and financials.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
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