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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company Lp | Latham | NY | 10/2019 | Present |
| The Boathouse Restaurant | Lake George | NY | 06/2018 | 08/2018 |
| The Lake George Club | Diamond Point | NY | 06/2018 | 10/2019 |
| West Mountain Ski Resort | Queensbury | NY | 12/2017 | 01/2018 |
| Hobart And William Smith Colleges | Geneva | NY | 08/2017 | 05/2018 |
| Self Employed | Edgartown | MA | 06/2017 | 08/2017 |
| Cadaret Grant | Syracuse | NY | 01/2017 | 09/2019 |
| Hobart And William Smith Colleges | Geneva | NY | 08/2015 | 05/2019 |
| Canoe Island Lodge | Diamond Point | NY | 06/2015 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-07 |
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