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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Global Advisory | Albany | NY | 04/2018 | 04/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | Present |
| Siena College | Loudonville | NY | 08/2017 | 06/2021 |
| La Salle Institute | Troy | NY | 09/2013 | 06/2017 |
1) PKSA. Investment Related. At Registered Location. RIA. Advisor. Start Date: 05/01/25. 160 hrs/ month; all during trading hours. Provide advice to clients 2) Fixed Insurance. Investment Related. Fixed/ Traditional Insurance. Agent. Start Date: 05/01/25. 1 hr/ month; all during trading hours. Sales of Fixed and Traditional Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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