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767 Hoosick Road, Troy, NY 12180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 03/2019 | 09/2024 |
| Wealth Advisory Group, Llc | Latham | NY | 09/2013 | 02/2019 |
| Fagan Associates Inc | Troy | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
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