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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-21 |
Branch Locations
Saranac Lake, NY • United States
55 Barn Road Suite 206, Lake Placid, NY 12946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Vermillion | SD | 05/2014 | 05/2018 |
| Immutrix Therapeutics | Rapid City | SD | 06/2018 | 08/2019 |
| Cnp Operating | Centennial | CO | 09/2019 | 12/2019 |
| Lambrides, Arnold, Moulthrop | Montclaire | NJ | 02/2020 | 05/2021 |
| Borgwarner | Ithaca | NY | 10/2021 | 10/2023 |
| Long Run Wealth Advisors | Lake Placid | NY | 01/2024 | 01/2026 |
| Long Run Wealth Advisors, Llc | Lake Placid | NY | 01/2024 | 01/2026 |
| N/A | Syracuse | NY | 05/2021 | 09/2021 |
| Mercer Global Advisors, Inc. | Lake Placid | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-20 |
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