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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
4 Tower Place Suite 1001, Albany, NY 12203 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company L.P. | Latham | NY | 06/2008 | 11/2019 |
| Atlas Private Wealth Management, Llc | Albany | NY | 12/2019 | 09/2023 |
| Connectus Wealth Advisers | Albany | NY | 10/2023 | 04/2024 |
| Graypoint Llc | Albany | NY | 04/2024 | 09/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
NACRE DANCE GROUP; SARATOGA SPRINGS, NY 12866; MODERN DANCE; INVESTMENT RELATED: NO; DIRECTOR; PROGRAM OPERATIONS; 05/01/2023; HOURS/MONTH: 3; HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-20 |
| S66 | Uniform Combined State Law Examination | 2010-05-28 |
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