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18 Division St Unit 301, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-15 |
Branch Locations
18 Division St Unit 301, 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./Mercer Allied | Saratoga Springs | NY | 10/2008 | 09/2017 |
| Shade Tree Advisors | Saratoga Springs | NY | 01/2019 | 07/2021 |
| Bender Lane Advisory | Albany | NY | 09/2017 | 01/2019 |
| The Ayco Company Lp | Saratoga Springs | NY | 10/2008 | 09/2017 |
| Nye Street Partners Llc | Saratoga Springs | NY | 07/2021 | Present |
Serves as an employee of single family offices in addition to Nye Street Partners providing tax and accounting services to the SFOs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-10 |
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