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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Independent Family Office, Llc | Albany | NY | 08/2007 | 08/2024 |
| Graypoint Llc | Albany | NY | 03/2025 | 09/2025 |
| Unemployed | Delmar | NY | 08/2024 | 03/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
| S66 | Uniform Combined State Law Examination | 2006-05-13 |
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