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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-23 |
| MA | RA | APPROVED | 2015-02-17 |
Branch Locations
125 High Street 20Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Boston | MA | 06/2004 | 01/2021 |
| Goldman Sachs & Co. Llc | Boston | MA | 01/2021 | Present |
(1) Advisory Board at SUNY Geneseo, an educational institution. Organization operates out of Geneseo, NY. Organization is not primarily engaged in investment-related activity. Start Date: July 1, 2020. Fifty hours per year. Duties include serving on the Advisory Board of the organization. (2) Treasurer and Finance Committee Member of Mass Mentoring Partnership Inc., a non-profit organization. Organization operates out of Boston, MA. Organization is not primarily engaged in investment-related activity. Start Date: January 15, 2025. Two hours per month. Duties include serving as Treasurer and on the Finance Committee of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-28 |
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