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159 Wolf Road Suite 101, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company L.P. | Latham | NY | 08/2009 | Present |
| Greenbush Financial Group | Albany | NY | 11/2023 | Present |
| American Portfolios Financial Services, Inc. | Albany | NY | 10/2023 | 04/2024 |
Trustee for Sctoia Glenville Elks, a chapter of the Benevolent and Protective Order of Elks, a fraternal community service organization. This position is Non-Investment related. The address is: 176 Sacandaga Rd; Scotia, NY 12302. I have been a trustee within the organization since 2019. This commitment takes place in the evening and is not during trading hours. As a member of the trustees, I am one of five members responsible for overseeing the finances of the lodge including ensuring that all expenses are budged and paid on time as well as overseeing the revenue coming into the lodge. Greenbush Financial Group. RIA. Manage Client Accounts, Hold client review appointments Securities relates. State date 2023. TBD hours devoted per month TBD hours during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-04 |
| S66 | Uniform Combined State Law Examination | 2011-02-11 |
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