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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-15 |
Branch Locations
30 Century Hill Drive Suite 300, Latham, NY 12110 • United States
Latham, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First New York Federal Credit Union | Colonie | NY | 08/2020 | 01/2021 |
| Sunmark Federal Credit Union | Latham | NY | 05/2018 | 07/2020 |
| Key Bank | Loudonville | NY | 12/2015 | 04/2018 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 12/2025 |
| Goldman Sachs Wealth Services L.P. | Cohoes | NY | 01/2021 | 12/2025 |
| Tiaa | Latham | NY | 12/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Latham | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-27 |
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