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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-14 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
321 Broadway 5Th Floor, Saratoga Springs, NY 12866 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P. | Albany | NY | 01/2007 | 01/2021 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 12/2020 | 01/2024 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 01/2024 |
| Cerity Partners Llc | Saratoga Springs | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-15 |
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