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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westport Resources Investment Services | Westport | CT | 04/2013 | 09/2016 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 08/2016 | 03/2018 |
| United Capital Financial Advisers, Llc | New York City | NY | 03/2018 | 07/2019 |
| Goldman Sachs & Co. Llc | New York | NY | 07/2019 | Present |
Trustee of Trencheny, a family trust. Activity will take place from Trumbull, CT. Organization is not primarily engaged in investment-related activity. Start Date: April 01, 2025. Two hours per year. Duties include serving as a backup trustee of the family trust.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-25 |
| S66 | Uniform Combined State Law Examination | 2018-03-23 |
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