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19 Railroad Place Suite 301, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-14 |
| NY | RA | APPROVED | 2021-09-30 |
Branch Locations
19 Railroad Place Suite 301, Saratoga Springs, NY 12866 • United States
Forest Hills, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Saratoga Springs | NY | 06/2018 | 09/2021 |
| Bae Systems, Inc. | Endicott | NY | 08/2017 | 05/2018 |
| Fedex Ground | Coraopolis | PA | 06/2017 | 07/2017 |
| Binghamton University, State University Of New York | Binghamton | NY | 09/2014 | 05/2018 |
| Goldman Sachs Ayco Personal Financial Management | Cohoes | NY | 05/2020 | 09/2021 |
| Shade Tree Advisors Llc | Saratoga Springs | NY | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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