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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
| 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 |
|---|---|---|---|---|
| Robertson Stephens Advisors | San Francisco | CA | 11/2015 | 12/2016 |
| Bender Lane Advisory, Llc | Albany | NY | 12/2016 | 07/2019 |
| Graypoint Llc | Albany | NY | 07/2019 | 09/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
1) Lynda Thomas Living Trust; Non Investment Related; PO Box 807, Saratoga Springs, NY 12866; Trusts; Trustee of the Trust; 1/1/2023; 4hrs/month during securities trading hours; 12hrs/month outside securities trading hours 2) LTT FBO Angelique Thomas,; Non Investment Related; PO Box 807, Saratoga Springs, NY 12866; Trusts; Trustee of the Trust; 1/1/2023; 4hrs/month during securities trading hours; 12hrs/month outside securities trading hours 3) LTT FBO Aimee Thomas; Non Investment Related; PO Box 807, Saratoga Springs, NY 12866; Trusts; Trustee of the Trust; 1/1/2023; 4hrs/month during securities trading hours; 12hrs/month outside securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-18 |
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