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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-07 |
| NY | RA | APPROVED | 2023-04-04 |
Branch Locations
26 Century Hill Drive Suite 301, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burt Crane And Rigging | 5 Veterans Memorial Dr | NY | 10/2020 | Present |
| Cadwell Tanks | Louisville | KY | 07/2020 | 10/2020 |
| New York Life Insurance Company | Latham | NY | 11/2022 | Present |
| Nylife Securities Llc | Latham | NY | 01/2023 | Present |
| Primerica | Duluth | GA | 07/2022 | 10/2022 |
| Us Crane And Rigging | Kingston | NY | 07/2019 | 07/2020 |
| Precision Concrete Pumping | Albany | NY | 04/2013 | 07/2019 |
| Tailored Wealth Solutions | Saratoga Springs | NY | 03/2023 | 05/2026 |
| Eagle Strategies Llc | Saratoag Springs | NY | 04/2023 | Present |
[Burt Crane And Rigging; Crane operator; 5 Veterans Memorial Dr. Green Island NY 12183; Start Date 10/2020; Role/Title: Employee; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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