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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| MD | RA | APPROVED | 2026-07-01 |
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
1207 Troy Schenectady Road Suite 201, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Delmar | NY | 03/2025 | 05/2026 |
| Pfs Investments Inc. | Delmar | NY | 08/2025 | 05/2026 |
| Dutchs At Silvertree | Oakland | MD | 07/2019 | 05/2025 |
| Wisp Resort | Mchenry | MD | 12/2017 | 02/2025 |
| Catch 31 | Virginia Beach | VA | 04/2016 | 12/2017 |
| Guardian Life Insurance Company | Latham | NY | 06/2026 | Present |
| Park Avenue Securities | Latham | NY | 06/2026 | Present |
1. ABC Sports & Fitness; front desk attendant at ABC Sports & Fitness gym. Assist members with memberships and serve smoothies, keeping the gym clean; start date 03/02/2026; 3 Johnson Rd Unit 1, Latham, NY 12110; 8hrs; 0 hrs during trading; not investment related; less than 10% annual comp 2. Nicole's Restaurant; server meaning I manage tables and help guests with food & drink orders. also doing prep work before service; 08/08/2025; 556 Delaware Ave Albany, NY, 12209; 40 hrs; 0 hrs during trading; not investment related; 10-25% annual comp
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-17 |
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