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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2020-01-17 |
Branch Locations
26 Century Hill Drive Suite 301, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David R. Wren | Saratoga Springs | NY | 11/2008 | 02/2019 |
| Raymond James Financial Services, Inc. | Saratoga Springs | NY | 12/2012 | 02/2019 |
| Raymond James Financial Services Advisors Inc. | Saratoga Springs | NY | 08/2013 | 02/2019 |
| Rbh Corp | Saratoga Springs | NY | 11/2008 | 02/2019 |
| Wealth Strategies Group | Saratoga Springs | NY | 03/2019 | Present |
| Nylife Securities Llc | Latham | NY | 12/2019 | Present |
| Eagle Strategies Llc | Saratoga Springs | NY | 01/2020 | Present |
[Rental Property; Second home purchased in SC, which we rent out at various times via Airbnb.; 1020 Ray Costin Way; Unit 610, Murrells Inlet, SC, 29576; Start Date 04/2024; Role/Title: Owner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-06 |
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