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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-07 |
| OH | RA | APPROVED | 2026-04-28 |
| NH | RA | APPROVED | 2026-02-05 |
| ME | RA | APPROVED | 2026-02-04 |
| MA | RA | APPROVED | 2025-08-01 |
| CT | RA | APPROVED | 2025-06-06 |
| FL | RA | APPROVED | 2025-05-16 |
| NJ | RA | APPROVED | 2025-02-19 |
| VT | RA | APPROVED | 2023-02-01 |
| NY | RA | APPROVED | 2023-01-23 |
Branch Locations
54 Quaker Road, Queensbury, NY 12804 • United States
1133 Westchester Ave, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sean Akins Insurance Agency | Queensbury | NY | 07/2015 | 11/2017 |
| State Farm Vp Management Corp | Queensbury | NY | 07/2015 | 11/2017 |
| Upstate Agency Insurance | South Glens Falls | NY | 12/2017 | 06/2020 |
| Lpl Financial Llc | South Glens Falls | NY | 11/2019 | 06/2020 |
| Glens Falls National Bank & Trust | South Glens Falls | NY | 11/2019 | 06/2020 |
| Allstate Insurance Co | Albany | NY | 07/2020 | 05/2022 |
| Td Bank N.A. | Granville | NY | 04/2021 | 11/2022 |
| Td Bank N.A. | Hudson Falls | NY | 11/2022 | Present |
| Td Private Client Wealth Llc | Hudson Falls | NY | 11/2022 | Present |
CAPITAL DISTRICT BOARD OF WOMENS BASKETBALL OFFICIALS POSITION: referee NATURE: Girls high school basketball referee. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2015 ADDRESS: 45 Ballina St, Troy NY 12180, United States DESCRIPTION: Girls high school basketball official.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-01 |
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