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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
4 Tower Place Suite 1001, Albany, NY 12203 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 04/2018 | 01/2021 |
| Nbt Bank | East Greenbush | NY | 08/2017 | 04/2018 |
| Unemployed | Troy | NY | 06/2017 | 08/2017 |
| Suny Oneonta | Oneonta | NY | 08/2013 | 05/2017 |
| Suny Oneonta Cade | Oneonta | NY | 09/2016 | 05/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 12/2020 | 01/2021 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 01/2024 |
| Graypoint Llc | Albany | NY | 01/2024 | 09/2025 |
| Cerity Partners | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-28 |
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