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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-04 |
Branch Locations
321 Broadway 5Th Floor, Saratoga Springs, NY 12866 • 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 |
|---|---|---|---|---|
| Mount Saint Mary College | Newburg | NY | 08/2016 | 05/2020 |
| Gore Mountain | North Creek | NY | 12/2014 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 04/2023 | 04/2026 |
| Goldman Sachs | Latham | NY | 01/2022 | 01/2023 |
| New York Life Company | Latham | NY | 09/2020 | 09/2020 |
| Power Distributors | Caselton On Hudson | NY | 10/2020 | 02/2021 |
| Lucia Boutique | Saratoga Springs | NY | 08/2021 | 01/2022 |
| Cerity Partners Llc | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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