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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-31 |
| NY | RA | APPROVED | 2025-05-30 |
Branch Locations
59 Wolf Rd, Albany, NY 12205-2612 • United States
Troy, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 01/2020 | 01/2021 |
| New York State Tax Department | Albany | NY | 12/2018 | 02/2020 |
| United Parcel Service | Latham | NY | 12/2017 | 12/2018 |
| United Shore Professional Baseball League | Utica | MI | 07/2017 | 06/2018 |
| Unemployed | Wynantskill | NY | 06/2016 | 06/2017 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 04/2025 |
| Fidelity Investments | Albany | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-28 |
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