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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-08 |
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
8 Southwoods Blvd Suite 207, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Cambridge | MA | 06/2018 | 07/2022 |
| Brown Brothers Harriman | Boston | MA | 06/2017 | 08/2017 |
| St. Lawrence University | Canton | NY | 05/2016 | 05/2018 |
| St. Lawrence University - Full Time Student | Canton | NY | 08/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 08/2022 | 02/2024 |
| Bank Of America, N.A. | Albany | NY | 09/2022 | 02/2024 |
| Ubs Financial Services, Inc | Albany | NY | 02/2024 | Present |
I*1371284 For profit or not for profit: Entity Charitable Name of outside business organization: The Albany Academies Investment related: N Address of business: Albany, New York, 12208, United States Nature of business: ["School, College or University"] Position, title, association: ["Employee"], Start date of relationship: 8/21/2023 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Golf Coach for high school golf team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-11 |
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