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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 10/2014 | 09/2018 |
| The Ayco Company, L.P./Mercer Allied | Deerfield | IL | 06/2019 | 01/2021 |
| Unemployed | Chicago | IL | 09/2018 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| United Capital Advisers, Llc | Newport Beach | CA | 12/2020 | 01/2022 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | Present |
(1) Owner at Sloanluckie, LLC., the author of two physical wellness coaching books. Activity will take place from Chicago, IL. Organization is not primarily engaged in investment-related activity. Start Date: February 2, 2009. Five hours per week. Duties include promoting and selling books. (2) Actor in an upcoming film. Activity will take place from Los Angeles, CA. Organization is not primarily engaged in investment-related activity. Single occurrence; occurring on July 30, 2025. Duties include playing the role of an accountant in an upcoming film.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-17 |
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