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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
1185 Immokalee Road Suite 104, Naples, FL 34110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company L.P./Goldman Sachs & Co. | Latham | NY | 09/2017 | 11/2022 |
| Suny Albany | Albany | NY | 08/2014 | 05/2018 |
| Graypoint Llc | Saratoga Springs | NY | 11/2022 | 09/2025 |
| Cerity Partners Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-11 |
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