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139 Meyer Road, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-29 |
Branch Locations
139 Meyer Road, Halfmoon, NY 12065 • United States
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-08 |
| NY | RA | APPROVED | 2023-11-08 |
| TX | RA | APPROVED | 2023-11-08 |
Branch Locations
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Advisors Group | Clifton Park | NY | 01/2023 | Present |
| Heron Ventures | Chicago | IL | 06/2021 | Present |
| Illinois State Board Of Investment | Chicago | IL | 06/2020 | 12/2022 |
| Unemployed | Chicago | IL | 01/2020 | 05/2020 |
| Ernst And Young | Chicago | IL | 09/2011 | 12/2019 |
| Simmons Capital Group | Clifton Park | NY | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
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