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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-19 |
Branch Locations
4 Tower Place Executive Park, 7Th Floor, Albany, NY 12203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2024 | 08/2024 |
| El Taco Shack | Schoharie | NY | 06/2022 | 03/2024 |
| Cobelskill Country Club | Cobleskill | NY | 05/2024 | 08/2024 |
| Suny Oneonta | Oneonta | NY | 08/2020 | 05/2024 |
| Unemployed | Schoharie | NY | 08/2014 | 07/2020 |
| Purshe Kaplan Sterling | Albany | NY | 09/2024 | 11/2025 |
| Osaic Wealth, Inc. | Albany | NY | 11/2025 | Present |
1) PKSA. Investment Related. At Registered Location. RIA. Registered Sales Assistant. Start Date: 01/17/25. 160 hrs/ month; all during trading hours. Provide support to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-16 |
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