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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
| NY | RA | APPROVED | 2025-11-15 |
Branch Locations
340 Broadway 2Nd Floor, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York State Department Of Transportation | Albany | NY | 06/2018 | 08/2018 |
| New York State Department Of Transportation | Albany | NY | 05/2019 | 08/2019 |
| Minogues Beverage Center | Saratoga Springs | NY | 05/2020 | 05/2020 |
| Allerdice Building Supply | Ballston Spa | NY | 07/2020 | 01/2023 |
| Christian Brothers Academy | Albany | NY | 06/2018 | 02/2020 |
| Christian Brothers Academy | Albany | NY | 01/2013 | 06/2017 |
| Union College | Schenectady | NY | 09/2017 | 06/2018 |
| Hudson Valley Community College | Troy | NY | 09/2018 | 05/2019 |
| Siena College | Loudonville | NY | 09/2019 | 12/2021 |
| Goldman Sachs | Cohoes | NY | 01/2023 | 08/2024 |
| Morgan Stanley | Saratoga Springs | NY | 08/2024 | Present |
608399 - Allerdice Building Supply ; Investment related: No; Saratoga Springs, New York; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); July 2020; During business hours: 00; After business hours: 24; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-07 |
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