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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-31 |
Branch Locations
47 Maple Street, Summit, NJ 07902 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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 | 08/2019 | 01/2021 |
| Pkhb Cpas | Hudson | NY | 09/2018 | 08/2019 |
| Love Apple Farm | Ghent | NY | 06/2018 | 09/2018 |
| Lafargeholcim | Hudson | NY | 05/2017 | 08/2017 |
| Siena College | Loudonville | NY | 09/2014 | 05/2018 |
| Janney Montgomery Scott Llc | Colonie | NY | 05/2016 | 09/2016 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 05/2021 |
| Janney Montgomery Scott Llc | Albany | NY | 05/2021 | 06/2025 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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