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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-16 |
Branch Locations
19 British American Blvd, East Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Duluth | GA | 12/2021 | 06/2025 |
| Pfs Investments Inc. | Clifton Park | NY | 08/2022 | 06/2025 |
| Joe's Grill | Albany | NY | 05/2021 | 08/2024 |
| Papa Brillo's | Pittstown | NY | 03/2022 | 11/2022 |
| The Heritage Cafe | Colonie | NY | 08/2018 | 05/2021 |
| Netrition | Guilderland | NY | 05/2020 | 08/2020 |
| Rambler | San Francisco | CA | 03/2018 | 07/2018 |
| Paul Martin's American Grill | Mountain View | CA | 03/2017 | 03/2018 |
| Paul Martin's American Grill | Austin | TX | 10/2016 | 02/2017 |
| Pinthouse Pizza | Austin | TX | 10/2015 | 12/2016 |
| Kris' Mid City Tavern | Menands | NY | 03/2019 | 10/2019 |
| Logan's Deli & Market | Albany | NY | 11/2022 | 08/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2025 | Present |
BARTENDER AT JOE'S GRILL; 16 HRS/MOS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-16 |
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