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One Empire Drive, Rensselaer, NY 12144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-16 |
| NJ | RA | APPROVED | 2019-03-26 |
Branch Locations
One Empire Drive, Rensselaer, NY 12144 • United States
Ballston Lake, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milliman | Albany | NY | 06/2002 | 01/2019 |
| Healthcare Community Securities Corporation | Rensselaer | NY | 02/2019 | Present |
Group Insurance Agency Inc, investment related, One Empire Drive, Rensselaer, NY 12144, Employee Benefits provider, President, 07/2022, 25% of time, act in executive role, provide oversight
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-29 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-12 |
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