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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
4 Tower Place Suite 1001, Albany, NY 12203 • 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 | 06/2016 | 10/2018 |
| Bny Mellon | New York | NY | 11/2018 | 04/2021 |
| Graypoint Llc | Albany | NY | 04/2021 | 09/2025 |
| Cerity Partners | New York | NY | 09/2025 | Present |
1) Sunnyview Rehabilitation Hospital Foundation; Not Investment Related; 1270 Belmont Ave Schenectady, NY 12308; Non-profit org helping with rehab for patients with severe medical issues; Board Member; 1/1/2024; 1 hr/mo during trading hours 2 hours outside of trading hours; Attend meetings, events and is a brand ambassador for Sunnyview 2) Siena College; Not Investment Related; 515 Loudon Rd Albany, NY 12211; Non-profit college; Board of Advisors Member; 1/1/2022; ~1-2 hours devoted during securities trading hours; ~1-2 hours devoted outside of securities trading hours; Seek to further the College's mission, welfare and interests by supporting its efforts in the areas of community relations, fund raising, student recruitment and career placement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-20 |
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