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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-01 |
| NY | RA | APPROVED | 2024-03-20 |
Branch Locations
26 Century Hill Dr, Latham, NY 12110 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 09/2022 | Present |
| Bank Of America | Albany | NY | 08/2019 | 09/2022 |
| Discount Flooring Supermart | Albany | NY | 05/2018 | 08/2018 |
| Pevdev Inc. / Laced Up | Albany | NY | 05/2016 | 04/2018 |
| Hudson Valley Community College | Troy | NY | 08/2018 | 05/2019 |
| Dcs Warehouse Outlet Corp | Albany | NY | 04/2018 | 07/2019 |
I*4152265 Entity Type: Entity Charitable Name of OBA: Loudonville Christian School Address: Loudonville, New York, 12211 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: Private school. Board member, involved in staffing decisions, budget changes, administrative focus and ensuring the school and staff are aligned with mission statement. Board is aware I would recuse myself from any and all investment and/or investment advisor decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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