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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-25 |
| SC | RA | APPROVED | 2025-04-24 |
| CT | RA | APPROVED | 2025-04-22 |
| CA | RA | APPROVED | 2025-04-21 |
| NY | RA | APPROVED | 2025-04-21 |
| NC | RA | APPROVED | 2025-04-21 |
Branch Locations
85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P. | Saratoga Springs | NY | 01/2008 | 09/2018 |
| Minichmacgregor Wealth Management | Saratoga Springs | NJ | 07/2019 | 04/2025 |
| Veracity Capital | Gansevoort | NY | 09/2018 | 07/2019 |
| Quartz Partners Investment Management | Saratoga Springs | NY | 04/2025 | Present |
NY State Ski Education Foundation Non- investment related 5021 NY-86, Willmington NY 12997 Ski instructor Start in 2009 20 hours a month in the winter months 0 hours during trading hours Ski Instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-27 |
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