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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-23 |
Branch Locations
101 State Farm Place Suite 103, Malta, NY 12020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Army Reserves | Rutland | NY | 05/2015 | Present |
| Hannaford | Troy | NY | 02/2015 | 10/2016 |
| Ndcp | Albany | NY | 02/2022 | 07/2022 |
| Sysco | Halfmoon | NY | 07/2022 | 11/2023 |
| Ups | Latham | NY | 10/2017 | 02/2022 |
| Equitable Advisors, Llc | New York | NY | 05/2025 | Present |
1) Army Reserves - Sergeant - Started May 2015 - not investment related - one weekend per month, 2 weeks per year. 2) Capital Region Veterans Memorial - Board Member non-investment - Glenville, NY - 10/2025 - 3hrs/mth. 3) McNulty Veteran Business Center - Board Member non-investment - Watervilet, NY - 10/2025 - 3hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-13 |
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