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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
Branch Locations
53 State Street 39Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 06/2018 | 12/2020 |
| Sjs Financial Advisors Llc | Slingerlands | NY | 01/2018 | 06/2018 |
| College Pro Painters | Albany | NY | 09/2016 | 11/2017 |
| The College Of Saint Rose | Albany | NY | 09/2013 | 05/2017 |
| The Colony Group, Llc | Boston | MA | 01/2021 | 01/2026 |
| Cerity Partners Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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