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Inactive

Mark Crawford Jensen

Shade Tree Advisors LLC

Saratoga Springs, NY

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Current Employers
Shade Tree Advisors Llc

19 Railroad Place Suite 301, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-11-07
  • NY RA
    APPROVED
    Since 2023-11-07

Branch Locations

19 Railroad Place Suite 301, Saratoga Springs, NY 12866 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Cohoes NY 04/2021 10/2023
Prime Companies Cohoes NY 05/2017 07/2020
Coldwell Banker Commercial Prime Properties Cohoes NY 12/2018 01/2022
Keeler Motor Car Company Latham NY 07/2015 05/2017
Shade Tree Advisors Llc Saratoga Springs NY 11/2023 Present
Goldman Sachs Ayco Personal Financial Management Cohoes NY 09/2023 10/2023
Goldman Sachs & Co. Llc Cohoes NY 08/2023 10/2023
  • 04/2021 → 10/2023
    Goldman Sachs
    Cohoes, NY
  • 05/2017 → 07/2020
    Prime Companies
    Cohoes, NY
  • 12/2018 → 01/2022
    Coldwell Banker Commercial Prime Properties
    Cohoes, NY
  • 07/2015 → 05/2017
    Keeler Motor Car Company
    Latham, NY
  • 11/2023 → Present
    Shade Tree Advisors Llc
    Saratoga Springs, NY
  • 09/2023 → 10/2023
    Goldman Sachs Ayco Personal Financial Management
    Cohoes, NY
  • 08/2023 → 10/2023
    Goldman Sachs & Co. Llc
    Cohoes, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15

View on SEC IAPD

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CAMERON VICTORIA CORSI
Cory Matthew Larmour
ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER

Other Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY
CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
NYE STREET PARTNERS LLC · SARATOGA SPRINGS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SARATOGA SPRINGS, NY
LPL FINANCIAL LLC · SARATOGA SPRINGS, NY

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