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125 Wolf Road Suite 509, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ace Hardware | Gansevoort | NY | 03/2013 | 08/2017 |
| Empire Building Services | Corinth | NY | 08/2011 | 07/2017 |
| Thrivent Investment Management Inc. | Marstons Mills | MA | 09/2017 | 07/2024 |
| Thrivent Investment Management Inc. | Marstons Mills | MA | 08/2019 | 07/2024 |
| Blue Jean Financial Llc | Bradenton | FL | 07/2024 | Present |
1) UBER EATS; POSITION: Driver; NATURE: Contracting drivers to deliver food for restaurants; INVESTMENT RELATED: No; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0; START DATE: 01/21/2023; ADDRESS: Livingston, TX. 77399, United States; DESCRIPTION: Independent contractor delivering items from business to customer. Outside of market hours. No schedule or commitment. 2) Licensed insurance agent; not-investment related; Livingston, TX 77399; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-16 |
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